Diversified Trust Company »

ProShares Credit Suisse 130/30 shares owned by Diversified Trust Company

Quarter-by-quarter ownership of ProShares Credit Suisse 130/30 (CSM) shares owned by Diversified Trust Company from 13F filings

Historical chart of Diversified Trust Company 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 Diversified Trust Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in ProShares Credit Suisse 130/30 by Diversified Trust Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $314k 4.8k 65.37
2024-06-30 $298k 4.8k 62.03
2024-03-31 $292k 4.8k 60.74

More positions owned by Diversified Trust Company

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Coca-Cola Bottling Co. Consolidated (COKE)
Intl- Acadian -
Intl - Lazard -
Intl - Causeway -
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Intl - Vontobel -
Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VXF)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for Diversified Trust Company

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