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 $4,181. This represents 0.0% of its overall portfolio holdings.
Number of Shares
53
Previous 53
-0.0%
Holding current value
$4,181
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding CWB
# of Institutions
500Shares Held
30.4MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$199 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$174 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$126 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$89.8 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$84.5 Million30.93% of portfolio