Jamison Private Wealth Management, Inc. Spdr Bloomberg Convertible Sec Transaction History
Jamison Private Wealth Management, Inc.
- $657 Billion
- Q3 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 122 shares of CWB stock, worth $9,674. This represents 0.0% of its overall portfolio holdings.
Number of Shares
122
Previous 122
-0.0%
Holding current value
$9,674
Previous $8.79 Million
6.28%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
500Shares Held
30.4MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$200 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$175 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$127 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$90.3 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$84.9 Million30.93% of portfolio