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 $288,917. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,505
Previous 3,626
3.34%
Holding current value
$288,917
Previous $295 Million
8.92%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding CWB
# of Institutions
526Shares Held
35MCall Options Held
3.1KPut Options Held
868K-
Bank Of America Corp Charlotte, NC2.64MShares$217 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.42MShares$200 Million0.06% of portfolio
-
Howard Capital Management Inc.2.38MShares$196 Million3.64% of portfolio
-
Morgan Stanley New York, NY1.62MShares$134 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$131 Million0.25% of portfolio