Ever Source Wealth Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 22,965 shares of CWB stock, worth $1.77 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
22,965Holding current value
$1.77 Million% of portfolio
0.11%Shares
11 transactions
Others Institutions Holding CWB
# of Institutions
548Shares Held
37.3MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$199 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$195 Million0.02% of portfolio
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Howard Capital Management Inc.2.35MShares$182 Million2.44% of portfolio
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Morgan Stanley New York, NY1.63MShares$126 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.59MShares$123 Million0.27% of portfolio