Lake Point Wealth Management Spdr Bloomberg Convertible Sec Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Lake Point Wealth Management holds 53 shares of CWB stock, worth $4,254. This represents 0.0% of its overall portfolio holdings.
Number of Shares
53
Previous 53
-0.0%
Holding current value
$4,254
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding CWB
# of Institutions
499Shares Held
30.5MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$203 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$177 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$129 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$91.4 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$86 Million30.93% of portfolio