Lee Kelleher Wealth Management Spdr Bloomberg Convertible Sec Transaction History
Lee Kelleher Wealth Management
- $136 Billion
- Q1 2025
A detailed history of Lee Kelleher Wealth Management transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 9,500 shares of CWB stock, worth $757,815. This represents 0.54% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$757,815
Previous $740 Million
1.63%
% of portfolio
0.54%
Previous 0.53%
Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
526Shares Held
35MCall Options Held
3.1KPut Options Held
868K-
Bank Of America Corp Charlotte, NC2.64MShares$210 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.42MShares$193 Million0.06% of portfolio
-
Howard Capital Management Inc.2.38MShares$189 Million3.64% of portfolio
-
Morgan Stanley New York, NY1.62MShares$129 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$127 Million0.25% of portfolio