Geneos Wealth Management Inc. Spdr Bloomberg Convertible Sec Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 48,045 shares of CWB stock, worth $3.79 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
48,045
Previous 46,401
3.54%
Holding current value
$3.79 Million
Previous $3.34 Million
10.05%
% of portfolio
0.14%
Previous 0.15%
Shares
35 transactions
Others Institutions Holding CWB
# of Institutions
500Shares Held
30.4MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$199 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$174 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$126 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$89.8 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$84.5 Million30.93% of portfolio