Diversify Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,629 shares of CWB stock, worth $372,495. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,629
Previous 5,243
11.71%
Holding current value
$372,495
Previous $404 Million
10.76%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding CWB
# of Institutions
506Shares Held
30.4MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$203 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$177 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$129 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$91.6 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$86.2 Million32.61% of portfolio