Comprehensive Financial Consultants Institutional, Inc. Spdr Bloomberg Convertible Sec Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$71.53 - $82.66 $1,430 - $1,653	-20 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$80.7 - $89.51 $1,614 - $1,790	20 New	20 $1,000

Others Institutions Holding CWB

# of Institutions

500

Shares Held

30.4M

Call Options Held

1.3K

Put Options Held

200

Bank Of America Corp Charlotte, NC

2.53M
Shares

$199 Million
0.02% of portfolio
Assetmark, Inc

2.2M
Shares

$174 Million
0.48% of portfolio
Morgan Stanley New York, NY

1.6M
Shares

$126 Million
0.01% of portfolio
Bessemer Group Inc Woodbridge, NJ

1.14M
Shares

$89.8 Million
0.14% of portfolio
Delta Capital Management LLC

1.07M
Shares

$84.5 Million
30.93% of portfolio

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About SPDR BLOOMBERG CONVERTIBLE SEC

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