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 $1.83 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
23,897
Previous 23,525
1.58%
Holding current value
$1.83 Million
Previous $1.8 Million
3.33%
% of portfolio
1.01%
Previous 1.05%
Shares
21 transactions
Others Institutions Holding CWB
# of Institutions
557Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$197 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$193 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$180 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$125 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$122 Million0.27% of portfolio