Archetype Wealth Partners Spdr Bloomberg Convertible Sec Transaction History
Archetype Wealth Partners
- $686 Million
- Q4 2024
A detailed history of Archetype Wealth Partners transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Archetype Wealth Partners holds 70,890 shares of CWB stock, worth $5.61 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
70,890
Previous 70,120
1.1%
Holding current value
$5.61 Million
Previous $5.37 Million
2.83%
% of portfolio
0.8%
Previous 0.78%
Shares
25 transactions
Others Institutions Holding CWB
# of Institutions
557Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$204 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$200 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$186 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$129 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$126 Million0.27% of portfolio