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ProShares Credit Suisse 130/30 shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth Advisors 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 Navis Wealth Advisors 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $694k 11k 65.37
2024-06-30 $521k 8.4k 62.03
2024-03-31 $519k 8.5k 60.74
2023-12-31 $468k 8.5k 54.77
2023-09-30 $417k 8.5k 48.81
2023-06-30 $421k 8.3k 51.02
2023-03-31 $400k 8.4k 47.67

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View all positions for Navis Wealth Advisors

Top funds holding ProShares Credit Suisse 130/30

Morgan Stanley
Kayne Anderson Rudnick Investment Management
LPL Financial
National Asset Management
Envestnet Asset Management
Onyx Bridge Wealth Group
Bank of America Corporation
Waterfront Wealth
Apexium Financial
Bank of New York Mellon
Legacy Private Trust
Stifel Financial
Wells Fargo & Company
Gill Capital Partners
Win Advisors

View all funds holding ProShares Credit Suisse 130/30