Focused Wealth Management, Inc Spdr Bloomberg Convertible Sec Transaction History
Focused Wealth Management, Inc
- $742 Million
- Q4 2024
A detailed history of Focused Wealth Management, Inc transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Focused Wealth Management, Inc holds 3,504 shares of CWB stock, worth $269,562. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,504
Previous 4,169
15.95%
Holding current value
$269,562
Previous $319,000
14.73%
% of portfolio
0.04%
Previous 0.04%
Shares
31 transactions
Others Institutions Holding CWB
# of Institutions
559Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$198 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$194 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$181 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$125 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$122 Million0.27% of portfolio