Confluence Wealth Services, Inc. Spdr Bloomberg Convertible Sec Transaction History
Confluence Wealth Services, Inc.
- $1.21 Billion
- Q2 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 16,187 shares of CWB stock, worth $1.24 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
16,187
Previous 19,242
15.88%
Holding current value
$1.24 Million
Previous $1.41 Million
17.01%
% of portfolio
0.1%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding CWB
# of Institutions
485Shares 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$135 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.74MShares$133 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.27MShares$97.3 Million0.16% of portfolio
-
Delta Capital Management LLC1.07MShares$81.9 Million32.12% of portfolio