Form Wealth Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History
Form Wealth Advisors, LLC
- $736 Billion
- Q1 2025
A detailed history of Form Wealth Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 7,869 shares of CWB stock, worth $590,804. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,869Holding current value
$590,804% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
551Shares Held
38.3MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$193 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$190 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$177 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$122 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$120 Million0.27% of portfolio