Diversify Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 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 5,243 shares of CWB stock, worth $425,312. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,243Holding current value
$425,312% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
499Shares Held
30.5MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$205 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$179 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$130 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$92.4 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$86.9 Million30.93% of portfolio