Bright Futures Wealth Management, Llc. Spdr Bloomberg Convertible Sec Transaction History
Bright Futures Wealth Management, Llc.
- $198 Million
- Q3 2024
A detailed history of Bright Futures Wealth Management, Llc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 2,822 shares of CWB stock, worth $223,784. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,822
Previous 3,096
8.85%
Holding current value
$223,784
Previous $223,000
3.14%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding CWB
# of Institutions
500Shares Held
30.4MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$200 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$175 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$127 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$90.3 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$84.9 Million30.93% of portfolio