Hall Private Wealth Advisors Spdr Bloomberg Convertible Sec Transaction History
Hall Private Wealth Advisors
- $149 Million
- Q3 2023
A detailed history of Hall Private Wealth Advisors transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Hall Private Wealth Advisors holds 258,653 shares of CWB stock, worth $21.3 Million. This represents 11.79% of its overall portfolio holdings.
Number of Shares
258,653
Previous 252,282
2.53%
Holding current value
$21.3 Million
Previous $17.6 Million
0.63%
% of portfolio
11.79%
Previous 9.54%
Shares
11 transactions
Others Institutions Holding CWB
# of Institutions
526Shares Held
35MCall Options Held
3.1KPut Options Held
868K-
Bank Of America Corp Charlotte, NC2.64MShares$217 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.42MShares$200 Million0.06% of portfolio
-
Howard Capital Management Inc.2.38MShares$196 Million3.64% of portfolio
-
Morgan Stanley New York, NY1.62MShares$134 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$131 Million0.25% of portfolio