Discipline Wealth Solutions, LLC Spdr Bloomberg Convertible Sec Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 3,643 shares of CWB stock, worth $322,369. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,643Holding current value
$322,369% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
564Shares Held
38.2MCall Options Held
9.1KPut Options Held
67.9K-
Bank Of America Corp Charlotte, NC2.63MShares$233 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.41MShares$213 Million0.07% of portfolio
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Howard Capital Management Inc.2.32MShares$205 Million2.41% of portfolio
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Morgan Stanley New York, NY1.61MShares$143 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.6MShares$142 Million0.18% of portfolio