Elevation Capital Advisory, LLC Spdr Bloomberg Convertible Sec Transaction History
Elevation Capital Advisory, LLC
- $249 Billion
- Q2 2025
A detailed history of Elevation Capital Advisory, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 37,652 shares of CWB stock, worth $3.48 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
37,652Holding current value
$3.48 Million% of portfolio
1.25%Shares
4 transactions
Others Institutions Holding CWB
# of Institutions
534Shares Held
34.4MCall Options Held
7.9KPut Options Held
76.6K-
Bank Of America Corp Charlotte, NC2.62MShares$242 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.41MShares$222 Million0.06% of portfolio
-
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
-
Cetera Investment Advisers Schaumburg, IL1.56MShares$144 Million0.23% of portfolio