M3 Advisory Group, LLC Spdr Bloomberg Convertible Sec Transaction History
M3 Advisory Group, LLC
- $145 Billion
- Q2 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 10,267 shares of CWB stock, worth $865,200. This represents 0.59% of its overall portfolio holdings.
Number of Shares
10,267
Previous 10,100
1.65%
Holding current value
$865,200
Previous $774 Million
9.67%
% of portfolio
0.59%
Previous 0.61%
Shares
7 transactions
Others Institutions Holding CWB
# of Institutions
527Shares Held
34.9MCall Options Held
3.1KPut Options Held
868K-
Bank Of America Corp Charlotte, NC2.64MShares$222 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, NY1.62MShares$137 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$134 Million0.25% of portfolio