Institutional & Family Asset Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$65.49 - $69.95 $3,143 - $3,357	48 New	48 $3,000

Others Institutions Holding CWB

# of Institutions

503

Shares Held

30.4M

Call Options Held

1.3K

Put Options Held

200

Bank Of America Corp Charlotte, NC

2.53M
Shares

$197 Million
0.02% of portfolio
Assetmark, Inc

2.2M
Shares

$172 Million
0.48% of portfolio
Morgan Stanley New York, NY

1.6M
Shares

$125 Million
0.01% of portfolio
Bessemer Group Inc Woodbridge, NJ

1.14M
Shares

$88.6 Million
0.14% of portfolio
Delta Capital Management LLC

1.07M
Shares

$83.4 Million
30.93% of portfolio

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