Dakota Wealth Management Spdr Bloomberg Convertible Sec Transaction History
Dakota Wealth Management
- $4.67 Billion
- Q2 2025
A detailed history of Dakota Wealth Management transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Dakota Wealth Management holds 5,273 shares of CWB stock, worth $445,515. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,273
Previous 6,388
17.45%
Holding current value
$445,515
Previous $489,000
11.04%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding CWB
# of Institutions
532Shares Held
34.1MCall Options Held
7.9KPut Options Held
76.6K-
Bank Of America Corp Charlotte, NC2.62MShares$221 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.41MShares$203 Million0.06% of portfolio
-
Howard Capital Management Inc.2.32MShares$196 Million2.46% of portfolio
-
Morgan Stanley New York, NY1.68MShares$142 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.56MShares$132 Million0.23% of portfolio