Modern Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,544 shares of CWB stock, worth $271,612. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,544
Previous 3,544
-0.0%
Holding current value
$271,612
Previous $253 Million
0.84%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
486Shares Held
29.8MCall Options Held
4.9KPut Options Held
11K-
Bank Of America Corp Charlotte, NC2.58MShares$198 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.77MShares$136 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.74MShares$133 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.27MShares$97.5 Million0.16% of portfolio
-
Delta Capital Management LLC1.07MShares$82.1 Million32.12% of portfolio