7,389 Shares in ProShares Large Cap Core Plus $CSM Purchased by Willow Creek Wealth Management Inc.

Willow Creek Wealth Management Inc. purchased a new position in ProShares Large Cap Core Plus (BATS:CSM) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 7,389 shares of the company’s stock, valued at approximately $566,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Patten Group Inc. lifted its holdings in shares of ProShares Large Cap Core Plus by 4.7% during the 3rd quarter. Patten Group Inc. now owns 13,467 shares of the company’s stock worth $1,031,000 after acquiring an additional 607 shares during the period. Onyx Bridge Wealth Group LLC increased its position in ProShares Large Cap Core Plus by 0.5% during the third quarter. Onyx Bridge Wealth Group LLC now owns 116,877 shares of the company’s stock worth $8,949,000 after purchasing an additional 599 shares during the last quarter. Waterfront Wealth Inc. increased its position in ProShares Large Cap Core Plus by 4.0% during the third quarter. Waterfront Wealth Inc. now owns 105,182 shares of the company’s stock worth $8,072,000 after purchasing an additional 3,999 shares during the last quarter. Wealth Effects LLC purchased a new position in ProShares Large Cap Core Plus during the third quarter worth approximately $245,000. Finally, Kingswood Wealth Advisors LLC boosted its holdings in shares of ProShares Large Cap Core Plus by 39.6% in the 3rd quarter. Kingswood Wealth Advisors LLC now owns 4,409 shares of the company’s stock valued at $338,000 after purchasing an additional 1,250 shares during the last quarter.

ProShares Large Cap Core Plus Stock Up 0.7%

Shares of BATS CSM opened at $78.96 on Wednesday. The stock has a market capitalization of $499.82 million, a PE ratio of 20.56 and a beta of 1.02. The firm has a fifty day moving average of $79.67 and a 200-day moving average of $77.66. ProShares Large Cap Core Plus has a 52-week low of $55.06 and a 52-week high of $80.83.

ProShares Large Cap Core Plus Profile

The ProShares Large Cap Core Plus (CSM) is an exchange-traded fund that is based on the Credit Suisse 130\u002F30 Large Cap index. The fund tracks a long\u002Fshort index of the 500 largest US stocks. It uses a set of rules to assign weights to each equity that add up to 130% long and 30% short exposure. CSM was launched on Jul 14, 2009 and is managed by ProShares.