Sarver Vrooman Wealth Advisors Spdr Bloomberg Convertible Sec Transaction History
Sarver Vrooman Wealth Advisors
- $150 Billion
- Q2 2025
A detailed history of Sarver Vrooman Wealth Advisors transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Sarver Vrooman Wealth Advisors holds 115 shares of CWB stock, worth $10,663. This represents 0.01% of its overall portfolio holdings.
Number of Shares
115
Previous 115
-0.0%
Holding current value
$10,663
Previous $8.84 Million
8.05%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
532Shares Held
34.4MCall Options Held
7.9KPut Options Held
76.6K-
Bank Of America Corp Charlotte, NC2.62MShares$243 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.41MShares$223 Million0.06% of portfolio
-
Howard Capital Management Inc.2.32MShares$215 Million2.46% of portfolio
-
Morgan Stanley New York, NY1.68MShares$156 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.56MShares$144 Million0.23% of portfolio