M3 Advisory Group, LLC Spdr Bloomberg Convertible Sec Transaction History
M3 Advisory Group, LLC
- $127 Billion
- Q1 2025
A detailed history of M3 Advisory Group, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, M3 Advisory Group, LLC holds 10,100 shares of CWB stock, worth $783,053. This represents 0.61% of its overall portfolio holdings.
Number of Shares
10,100
Previous 9,734
3.76%
Holding current value
$783,053
Previous $758 Million
2.07%
% of portfolio
0.61%
Previous 0.54%
Shares
6 transactions
Others Institutions Holding CWB
# of Institutions
546Shares Held
36.9MCall Options Held
700Put Options Held
900-
Bank Of America Corp Charlotte, NC2.52MShares$196 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.42MShares$188 Million0.06% of portfolio
-
Howard Capital Management Inc.2.35MShares$183 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