Envestnet Portfolio Solutions, Inc. Spdr Bloomberg Convertible Sec Transaction History
Envestnet Portfolio Solutions, Inc.
- $23.7 Billion
- Q1 2025
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 92,123 shares of CWB stock, worth $7.11 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
92,123
Previous 86,714
6.24%
Holding current value
$7.11 Million
Previous $6.75 Million
4.5%
% of portfolio
0.03%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding CWB
# of Institutions
552Shares Held
37.3MCall Options Held
700Put Options Held
900-
Bank Of America Corp Charlotte, NC2.52MShares$195 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.42MShares$187 Million0.06% of portfolio
-
Howard Capital Management Inc.2.35MShares$182 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$126 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$123 Million0.27% of portfolio