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 $4,899. This represents 0.0% of its overall portfolio holdings.
Number of Shares
53
Previous 53
-0.0%
Holding current value
$4,899
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding CWB
# of Institutions
540Shares Held
35MCall Options Held
7.9KPut Options Held
76.6K-
Bank Of America Corp Charlotte, NC2.62MShares$242 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.41MShares$222 Million0.06% of portfolio
-
Howard Capital Management Inc.2.32MShares$215 Million2.46% of portfolio
-
Morgan Stanley New York, NY1.68MShares$156 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.56MShares$144 Million0.23% of portfolio