Sk Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History
Sk Wealth Management, LLC
- $196 Billion
- Q4 2024
A detailed history of Sk Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Sk Wealth Management, LLC holds 11,647 shares of CWB stock, worth $903,224. This represents 0.46% of its overall portfolio holdings.
Number of Shares
11,647
Previous 11,647
-0.0%
Holding current value
$903,224
Previous $917 Million
1.07%
% of portfolio
0.46%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
558Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$200 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$196 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$183 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$126 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$123 Million0.27% of portfolio