Portland Financial Advisors Inc Spdr Bloomberg Convertible Sec Transaction History
Portland Financial Advisors Inc
- $37.2 Billion
- Q4 2024
A detailed history of Portland Financial Advisors Inc transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Portland Financial Advisors Inc holds 8,381 shares of CWB stock, worth $649,946. This represents 1.76% of its overall portfolio holdings.
Number of Shares
8,381Holding current value
$649,946% of portfolio
1.76%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
558Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$200 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$196 Million0.02% of portfolio
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Howard Capital Management Inc.2.35MShares$183 Million2.44% of portfolio
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Morgan Stanley New York, NY1.63MShares$126 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.59MShares$123 Million0.27% of portfolio