Cottonwood Capital Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History
Cottonwood Capital Advisors, LLC
- $130 Million
- Q4 2024
A detailed history of Cottonwood Capital Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Cottonwood Capital Advisors, LLC holds 11,151 shares of CWB stock, worth $890,630. This represents 0.67% of its overall portfolio holdings.
Number of Shares
11,151
Previous 13,292
16.11%
Holding current value
$890,630
Previous $1.02 Million
14.73%
% of portfolio
0.67%
Previous 0.8%
Shares
13 transactions
Others Institutions Holding CWB
# of Institutions
552Shares Held
39.2MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$206 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$202 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$188 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$130 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$127 Million0.27% of portfolio