Bam Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History
Bam Wealth Management, LLC
- $129 Billion
- Q3 2025
A detailed history of Bam Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Bam Wealth Management, LLC holds 2,402 shares of CWB stock, worth $222,569. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,402Holding current value
$222,569% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
553Shares Held
35MCall Options Held
7.9KPut Options Held
76.6K-
Bank Of America Corp Charlotte, NC2.62MShares$243 Million0.02% of portfolio
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Envestnet Asset Management Inc2.41MShares$223 Million0.07% of portfolio
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Howard Capital Management Inc.2.32MShares$215 Million2.41% 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