Independent Advisor Alliance Spdr Bloomberg Convertible Sec Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Independent Advisor Alliance holds 8,871 shares of CWB stock, worth $685,994. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,871Holding current value
$685,994% of portfolio
0.01%Shares
3 transactions
Others Institutions Holding CWB
# of Institutions
557Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$199 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$195 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$182 Million2.44% of portfolio
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Morgan Stanley New York, NY1.63MShares$126 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$123 Million0.27% of portfolio