Kingsview Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History
Kingsview Wealth Management, LLC
- $3.97 Billion
- Q2 2024
A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 76,958 shares of CWB stock, worth $5.88 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
76,958
Previous 73,856
4.2%
Holding current value
$5.88 Million
Previous $5.39 Million
2.8%
% of portfolio
0.14%
Previous 0.14%
Shares
29 transactions
Others Institutions Holding CWB
# of Institutions
485Shares Held
29.8MCall Options Held
4.9KPut Options Held
11K-
Bank Of America Corp Charlotte, NC2.58MShares$198 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.77MShares$135 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.74MShares$133 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.27MShares$97.3 Million0.16% of portfolio
-
Delta Capital Management LLC1.07MShares$81.9 Million32.12% of portfolio