Kerntke Otto Mc Glone Wealth Management Group Spdr Bloomberg Convertible Sec Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$62.9 - $67.01 $5,032 - $5,360	80 New	80 $5,000

Others Institutions Holding CWB

# of Institutions

500

Shares Held

30.4M

Call Options Held

1.3K

Put Options Held

200

Bank Of America Corp Charlotte, NC

2.53M
Shares

$200 Million
0.02% of portfolio
Assetmark, Inc

2.2M
Shares

$175 Million
0.48% of portfolio
Morgan Stanley New York, NY

1.6M
Shares

$127 Million
0.01% of portfolio
Bessemer Group Inc Woodbridge, NJ

1.14M
Shares

$90.3 Million
0.14% of portfolio
Delta Capital Management LLC

1.07M
Shares

$84.9 Million
30.93% of portfolio

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