Diversify Advisory Services, LLC Spdr Bloomberg Convertible Sec Transaction History
Diversify Advisory Services, LLC
- $2.61 Trillion
- Q2 2025
A detailed history of Diversify Advisory Services, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 2,529 shares of CWB stock, worth $233,780. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,529Holding current value
$233,780% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
540Shares Held
35MCall Options Held
7.9KPut Options Held
76.6K-
Bank Of America Corp Charlotte, NC2.62MShares$242 Million0.02% of portfolio
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Envestnet Asset Management Inc2.41MShares$222 Million0.06% of portfolio
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Howard Capital Management Inc.2.32MShares$215 Million2.46% of portfolio
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Morgan Stanley New York, NY1.68MShares$156 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.56MShares$144 Million0.23% of portfolio