Diversify Advisory Services, LLC Spdr Bloomberg Convertible Sec Transaction History
Diversify Advisory Services, LLC
- $2.98 Trillion
- Q3 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 2,190 shares of CWB stock, worth $193,793. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,190
Previous 2,529
13.4%
Holding current value
$193,793
Previous $216 Million
5.27%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CWB
# of Institutions
565Shares 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
-
Howard Capital Management Inc.2.32MShares$205 Million2.41% of portfolio
-
Morgan Stanley New York, NY1.61MShares$143 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.6MShares$142 Million0.18% of portfolio