Financial & Tax Architects, LLC Spdr Bloomberg Convertible Sec Transaction History
Financial & Tax Architects, LLC
- $393 Billion
- Q4 2024
A detailed history of Financial & Tax Architects, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 117,343 shares of CWB stock, worth $9.38 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
117,343Holding current value
$9.38 Million% of portfolio
2.33%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
502Shares Held
30.4MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$202 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$176 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$128 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$91 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$85.6 Million32.61% of portfolio