Foundations Investment Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History
Foundations Investment Advisors, LLC
- $3.86 Billion
- Q2 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 8,944 shares of CWB stock, worth $684,663. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,944
Previous 18,479
51.6%
Holding current value
$684,663
Previous $1.35 Million
52.26%
% of portfolio
0.02%
Previous 0.04%
Shares
17 transactions
Others Institutions Holding CWB
# of Institutions
485Shares Held
29.8MCall Options Held
4.9KPut Options Held
11K-
Bank Of America Corp Charlotte, NC2.58MShares$198 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.77MShares$136 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.74MShares$133 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.27MShares$97.4 Million0.16% of portfolio
-
Delta Capital Management LLC1.07MShares$82 Million32.12% of portfolio