Forvis Wealth Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 5,476 shares of CWB stock, worth $430,030. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,476
Previous 5,476
-0.0%
Holding current value
$430,030
Previous $394,000
6.35%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
501Shares Held
30.4MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$198 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$173 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$126 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$89.4 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$84.1 Million30.93% of portfolio