Bernard Wealth Management Corp. Invesco ETF Tr Ii S&P Global W Transaction History
Bernard Wealth Management Corp.
- $216 Billion
- Q2 2025
A detailed history of Bernard Wealth Management Corp. transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 1,454 shares of CGW stock, worth $89,799. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,454
Previous 1,454
-0.0%
Holding current value
$89,799
Previous $81 Million
12.23%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding CGW
# of Institutions
217Shares Held
6.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY879KShares$54.3 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.517KShares$31.9 Million3.05% of portfolio
-
Ubs Group Ag509KShares$31.5 Million0.01% of portfolio
-
Weatherly Asset Management L. P.412KShares$25.4 Million2.22% of portfolio
-
1832 Asset Management L.P. Toronto, A6336KShares$20.7 Million0.04% of portfolio