Oak Harbor Wealth Partners, LLC Spdr Bloomberg Convertible Sec Transaction History
Oak Harbor Wealth Partners, LLC
- $349 Million
- Q3 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 1,500 shares of CWB stock, worth $118,950. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,500
-0.0%
Holding current value
$118,950
Previous $108,000
5.56%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
500Shares Held
30.4MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$200 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$175 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$127 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$90.3 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$84.9 Million30.93% of portfolio