Kingswood Wealth Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 18,964 shares of CWB stock, worth $1.53 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
18,964
Previous 16,071
18.0%
Holding current value
$1.53 Million
Previous $1.23 Billion
20.0%
% of portfolio
0.11%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding CWB
# of Institutions
508Shares Held
30.5MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$203 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$178 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$129 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$91.7 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$86.3 Million32.61% of portfolio