Long View Wealth Management Spdr Bloomberg Convertible Sec Transaction History
Long View Wealth Management
- $313 Billion
- Q3 2024
A detailed history of Long View Wealth Management transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Long View Wealth Management holds 5,646 shares of CWB stock, worth $444,509. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,646
Previous 6,128
7.87%
Holding current value
$444,509
Previous $442 Million
2.07%
% of portfolio
0.14%
Previous 0.16%
Shares
4 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$89.6 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$84.3 Million30.93% of portfolio