Duncan Williams Asset Management, LLC Proshares Large Cap Core Plus Transaction History
Duncan Williams Asset Management, LLC
- $277 Billion
- Q1 2025
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 31,688 shares of CSM stock, worth $1.96 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
31,688
Previous 31,698
0.03%
Holding current value
$1.96 Million
Previous $2.1 Billion
3.68%
% of portfolio
0.73%
Previous 0.83%
Shares
3 transactions
Others Institutions Holding CSM
# of Institutions
100Shares Held
4.06MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY865KShares$53.7 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA780KShares$48.3 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC297KShares$18.4 Million0.01% of portfolio
-
National Asset Management, Inc. Boca Raton, FL251KShares$15.6 Million0.56% of portfolio
-
Envestnet Asset Management Inc154KShares$9.54 Million0.0% of portfolio