Ccg Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History
Ccg Wealth Management, LLC
- $180 Million
- Q2 2024
A detailed history of Ccg Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 3,370 shares of CWB stock, worth $258,276. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,370
Previous 3,370
-0.0%
Holding current value
$258,276
Previous $246,000
1.63%
% of portfolio
0.13%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding CWB
# of Institutions
486Shares Held
29.8MCall Options Held
4.9KPut Options Held
11K-
Bank Of America Corp Charlotte, NC2.58MShares$198 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.77MShares$136 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.74MShares$133 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.27MShares$97.5 Million0.16% of portfolio
-
Delta Capital Management LLC1.07MShares$82.1 Million32.12% of portfolio