Morgan Rosel Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History
Morgan Rosel Wealth Management, LLC
- $313 Million
- Q1 2025
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 2,000 shares of CWB stock, worth $154,400. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,000Holding current value
$154,400% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
548Shares Held
37.3MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$199 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$195 Million0.02% of portfolio
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Howard Capital Management Inc.2.35MShares$182 Million2.44% of portfolio
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Morgan Stanley New York, NY1.63MShares$126 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.59MShares$123 Million0.27% of portfolio