Unique Wealth Strategies, LLC Spdr Bloomberg Convertible Sec Transaction History
Unique Wealth Strategies, LLC
- $213 Billion
- Q2 2024
A detailed history of Unique Wealth Strategies, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 1,513 shares of CWB stock, worth $127,500. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,513Holding current value
$127,500% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
526Shares Held
34.9MCall Options Held
3.1KPut Options Held
868K-
Bank Of America Corp Charlotte, NC2.64MShares$222 Million0.02% of portfolio
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Envestnet Asset Management Inc2.41MShares$203 Million0.06% of portfolio
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Howard Capital Management Inc.2.32MShares$196 Million2.46% of portfolio
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Morgan Stanley New York, NY1.62MShares$137 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.59MShares$134 Million0.25% of portfolio