Insight Wealth Strategies, LLC Spdr Bloomberg Convertible Sec Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q2 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 11,425 shares of CWB stock, worth $941,762. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,425
Previous 11,528
0.89%
Holding current value
$941,762
Previous $886,000
6.55%
% of portfolio
0.13%
Previous 0.12%
Shares
26 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