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 $19.8 Million. This represents 11.79% of its overall portfolio holdings.
Number of Shares
258,653
Previous 252,282
2.53%
Holding current value
$19.8 Million
Previous $17.6 Million
0.63%
% of portfolio
11.79%
Previous 9.54%
Shares
11 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