Ep Wealth Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 19,589 shares of CWB stock, worth $1.54 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,589
Previous 19,588
0.01%
Holding current value
$1.54 Million
Previous $1.41 Million
6.31%
% of portfolio
0.01%
Previous 0.02%
Shares
16 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$199 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$174 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$126 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$89.7 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$84.3 Million30.93% of portfolio