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 $4,215. This represents 0.0% of its overall portfolio holdings.
Number of Shares
53
Previous 53
-0.0%
Holding current value
$4,215
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding CWB
# of Institutions
495Shares Held
32.3MCall Options Held
4.9KPut Options Held
11K-
Bank Of America Corp Charlotte, NC2.58MShares$205 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$175 Million0.48% of portfolio
-
Goldman Sachs Group Inc New York, NY1.77MShares$141 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.74MShares$139 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$90.6 Million0.14% of portfolio