Loveless Wealth Management LLC Spdr Bloomberg Convertible Sec Transaction History
Loveless Wealth Management LLC
- $153 Million
- Q2 2022
A detailed history of Loveless Wealth Management LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Loveless Wealth Management LLC holds 9,540 shares of CWB stock, worth $746,505. This represents 0.4% of its overall portfolio holdings.
Number of Shares
9,540
Previous 9,540
-0.0%
Holding current value
$746,505
Previous $734,000
16.08%
% of portfolio
0.4%
Previous 0.41%
Shares
10 transactions
Others Institutions Holding CWB
# of Institutions
491Shares Held
32MCall Options Held
4.9KPut Options Held
11K-
Bank Of America Corp Charlotte, NC2.58MShares$202 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$173 Million0.48% of portfolio
-
Goldman Sachs Group Inc New York, NY1.77MShares$139 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.74MShares$136 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.27MShares$99.6 Million0.16% of portfolio