Cherry Tree Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q1 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 150 shares of CWB stock, worth $10,974. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$10,974
Previous $10.8 Million
1.23%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
500Shares Held
31.7MCall Options Held
16.4KPut Options Held
9.8K-
Bank Of America Corp Charlotte, NC2.72MShares$199 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.78MShares$131 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.78MShares$130 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.27MShares$93.1 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.12MShares$81.6 Million0.04% of portfolio