Carolinas Wealth Consulting LLC Spdr Bloomberg Convertible Sec Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 700 shares of CWB stock, worth $56,784. This represents 0.01% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$56,784
Previous $50,000
6.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CWB
# of Institutions
499Shares Held
30.5MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$205 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$179 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$130 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$92.4 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$86.9 Million30.93% of portfolio