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

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

Historical chart of Soundmark 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 Soundmark 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 Soundmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $267k 4.4k 60.74
2023-12-31 $241k 4.4k 54.77
2023-09-30 $215k 4.4k 48.81
2023-06-30 $224k 4.4k 51.02
2023-03-31 $210k 4.4k 47.67
2022-03-31 $237k 4.4k 53.91
2021-12-31 $245k 2.2k 111.47
2021-09-30 $220k 2.2k 100.09
2021-06-30 $218k 2.2k 99.18
2021-03-31 $201k 2.2k 91.45

More positions owned by Soundmark Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Soundmark 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
Advisor Group Holdings
Mutual Advisors
Baird Financial

View all funds holding ProShares Credit Suisse 130/30