Optivise Advisory Services LLC Spdr Bloomberg Convertible Sec Transaction History
Optivise Advisory Services LLC
- $196 Billion
- Q2 2025
A detailed history of Optivise Advisory Services LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Optivise Advisory Services LLC holds 47,743 shares of CWB stock, worth $4.03 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
47,743
Previous 47,168
1.22%
Holding current value
$4.03 Million
Previous $3.61 Billion
9.2%
% of portfolio
2.02%
Previous 2.03%
Shares
3 transactions
Others Institutions Holding CWB
# of Institutions
529Shares Held
34.4MCall Options Held
3.1KPut Options Held
868K-
Bank Of America Corp Charlotte, NC2.64MShares$223 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.41MShares$203 Million0.06% of portfolio
-
Howard Capital Management Inc.2.32MShares$196 Million2.46% of portfolio
-
Morgan Stanley New York, NY1.62MShares$137 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.56MShares$132 Million0.23% of portfolio