Geller Advisors LLC Spdr Bloomberg Convertible Sec Transaction History
Geller Advisors LLC
- $1.51 Billion
- Q4 2024
A detailed history of Geller Advisors LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Geller Advisors LLC holds 5,226 shares of CWB stock, worth $392,368. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,226
Previous 5,200
0.5%
Holding current value
$392,368
Previous $398,000
2.26%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding CWB
# of Institutions
548Shares Held
37.3MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$193 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$190 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$177 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$122 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$120 Million0.27% of portfolio