Howard Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History
Howard Wealth Management, LLC
- $184 Million
- Q4 2024
A detailed history of Howard Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Howard Wealth Management, LLC holds 23,897 shares of CWB stock, worth $1.86 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
23,897
Previous 23,525
1.58%
Holding current value
$1.86 Million
Previous $1.8 Million
3.33%
% of portfolio
1.01%
Previous 1.05%
Shares
21 transactions
Others Institutions Holding CWB
# of Institutions
553Shares Held
37.1MCall 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$124 Million0.27% of portfolio