Geo Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Geo Wealth Management, LLC holds 231,829 shares of CWB stock, worth $18 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
231,829
Previous 9,146
2434.76%
Holding current value
$18 Million
Previous $700,000
2479.57%
% of portfolio
0.62%
Previous 0.03%
Shares
19 transactions
Others Institutions Holding CWB
# of Institutions
546Shares Held
36.9MCall Options Held
700Put Options Held
900-
Bank Of America Corp Charlotte, NC2.52MShares$196 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.42MShares$188 Million0.06% of portfolio
-
Howard Capital Management Inc.2.35MShares$183 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