Client First Investment Management LLC Spdr Bloomberg Convertible Sec Transaction History
Client First Investment Management LLC
- $196 Billion
- Q3 2025
A detailed history of Client First Investment Management LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Client First Investment Management LLC holds 6,382 shares of CWB stock, worth $589,952. This represents 0.29% of its overall portfolio holdings.
Number of Shares
6,382Holding current value
$589,952% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
539Shares Held
35MCall Options Held
7.9KPut Options Held
76.6K-
Bank Of America Corp Charlotte, NC2.62MShares$242 Million0.02% of portfolio
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Envestnet Asset Management Inc2.41MShares$222 Million0.06% of portfolio
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Howard Capital Management Inc.2.32MShares$215 Million2.46% 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