Duncan Williams Asset Management, LLC Proshares Large Cap Core Plus Transaction History
Duncan Williams Asset Management, LLC
- $254 Billion
- Q4 2024
A detailed history of Duncan Williams Asset Management, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 31,698 shares of CSM stock, worth $2.18 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
31,698
Previous 29,941
5.87%
Holding current value
$2.18 Million
Previous $1.96 Billion
7.11%
% of portfolio
0.83%
Previous 1.08%
Shares
2 transactions
Others Institutions Holding CSM
# of Institutions
93Shares Held
4.16MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY894KShares$61.4 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA780KShares$53.7 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC387KShares$26.6 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL242KShares$16.6 Million0.45% of portfolio
-
Envestnet Asset Management Inc147KShares$10.1 Million0.0% of portfolio