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ProShares Credit Suisse 130/30 shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of ProShares Credit Suisse 130/30 (CSM) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in ProShares Credit Suisse 130/30

Tip: Access up to 7 years of quarterly data

All positions including ProShares Credit Suisse 130/30 held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ProShares Credit Suisse 130/30 by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $240k 4.4k 54.77
2023-09-30 $214k 4.4k 48.81
2023-06-30 $229k 4.5k 51.03
2023-03-31 $226k 4.7k 47.67
2022-12-31 $213k 4.7k 44.91
2022-09-30 $200k 4.7k 42.27
2022-06-30 $211k 4.7k 44.59
2022-03-31 $255k 4.7k 53.89
2021-12-31 $263k 2.4k 111.16
2021-09-30 $237k 2.4k 100.17
2021-06-30 $242k 2.4k 99.14
2021-03-31 $223k 2.4k 91.36
2020-12-31 $206k 2.4k 84.39
2019-09-30 $227k 3.2k 71.03
2019-06-30 $225k 3.2k 70.40
2019-03-31 $255k 3.7k 68.36
2018-12-31 $226k 3.7k 60.59
2018-09-30 $277k 3.8k 72.32
2018-06-30 $259k 3.8k 67.62
2018-03-31 $255k 3.8k 66.58
2017-12-31 $262k 3.9k 66.67
2017-09-30 $246k 3.9k 62.60
2017-06-30 $236k 3.9k 60.05
2017-03-31 $230k 3.9k 58.52
2016-12-31 $229k 4.2k 55.18
2016-09-30 $244k 4.6k 52.81
2016-06-30 $236k 4.6k 51.08
2016-03-31 $311k 6.2k 50.57
2015-12-31 $343k 7.0k 49.32
2015-09-30 $321k 7.0k 46.15
2015-06-30 $405k 8.2k 49.69
2015-03-31 $651k 6.5k 100.54
2014-12-31 $653k 6.5k 100.85
2014-09-30 $578k 6.0k 96.09
2014-06-30 $571k 6.0k 94.93
2014-03-31 $541k 6.0k 89.94
2013-12-31 $538k 6.1k 87.98

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Mid Cap Etf (VO)
John Marshall Ban (JMSB)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Evermay Wealth Management

Top funds holding ProShares Credit Suisse 130/30

Wells Fargo & Company
National Asset Management
Apexium Financial
Bank of America Corporation
Onyx Bridge Wealth Group
Bank of New York Mellon
Waterfront Wealth
Legacy Private Trust
Stifel Financial
Cambridge Investment Research Advisors
Gill Capital Partners
AE Wealth Management
Mutual Advisors
Advisor Group Holdings
Baird Financial

View all funds holding ProShares Credit Suisse 130/30