Lpl Financial LLC Spdr Bloomberg Convertible Sec Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Lpl Financial LLC holds 1,415,291 shares of CWB stock, worth $120 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,415,291
Previous 1,282,584
10.35%
Holding current value
$120 Million
Previous $98.3 Million
19.05%
% of portfolio
0.04%
Previous 0.04%
Shares
33 transactions
Others Institutions Holding CWB
# of Institutions
532Shares Held
34.1MCall Options Held
7.9KPut Options Held
76.6K-
Bank Of America Corp Charlotte, NC2.62MShares$221 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.41MShares$203 Million0.06% of portfolio
-
Howard Capital Management Inc.2.32MShares$196 Million2.46% of portfolio
-
Morgan Stanley New York, NY1.68MShares$142 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.56MShares$132 Million0.23% of portfolio