A detailed history of Dynamic Wealth Strategies, LLC transactions in Cohen & Steers, Inc. stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 375 shares of CNS stock, worth $34,683. This represents 0.03% of its overall portfolio holdings.

Number of Shares
375
Previous 190 97.37%
Holding current value
$34,683
Previous $14,000 157.14%
% of portfolio
0.03%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$70.88 - $97.15 $13,112 - $17,972
185 Added 97.37%
375 $36,000
Q1 2024

May 15, 2024

SELL
$66.19 - $76.89 $8,670 - $10,072
-131 Reduced 40.81%
190 $15,000
Q4 2023

Feb 13, 2024

BUY
$50.6 - $77.46 $16,242 - $24,864
321 New
321 $24.3 Million

Others Institutions Holding CNS

About COHEN & STEERS, INC.


  • Ticker CNS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 48,697,800
  • Market Cap $4.5B
  • Description
  • Cohen & Steers, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to institutional investors, including pension funds, endowments, and foundations. It manages separate client-focused equity, fixed income, multi-asset, and commodity portfolios through its subsidiaries. The firm...
More about CNS
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.