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 $270,508. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,504
Previous 4,169
15.95%
Holding current value
$270,508
Previous $319,000
14.73%
% of portfolio
0.04%
Previous 0.04%
Shares
31 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
-
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