Liberty Square Wealth Partners LLC Spdr Bloomberg Convertible Sec Transaction History
Liberty Square Wealth Partners LLC
- $262 Billion
- Q1 2025
A detailed history of Liberty Square Wealth Partners LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 3,505 shares of CWB stock, worth $270,586. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,505
Previous 3,626
3.34%
Holding current value
$270,586
Previous $295 Million
8.92%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding CWB
# of Institutions
552Shares Held
37.3MCall Options Held
700Put Options Held
900-
Bank Of America Corp Charlotte, NC2.52MShares$195 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.42MShares$187 Million0.06% of portfolio
-
Howard Capital Management Inc.2.35MShares$182 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$126 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$123 Million0.27% of portfolio