Discipline Wealth Solutions, LLC Spdr Bloomberg Convertible Sec Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 3,643 shares of CWB stock, worth $336,758. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,643Holding current value
$336,758% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
540Shares Held
35MCall Options Held
7.9KPut Options Held
76.6K-
Bank Of America Corp Charlotte, NC2.62MShares$242 Million0.02% of portfolio
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Envestnet Asset Management Inc2.41MShares$222 Million0.06% of portfolio
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Howard Capital Management Inc.2.32MShares$215 Million2.46% of portfolio
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Morgan Stanley New York, NY1.68MShares$156 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.56MShares$144 Million0.23% of portfolio