Optivise Advisory Services LLC Spdr Bloomberg Convertible Sec Transaction History
Optivise Advisory Services LLC
- $196 Billion
- Q2 2025
A detailed history of Optivise Advisory Services LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Optivise Advisory Services LLC holds 47,743 shares of CWB stock, worth $4.34 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
47,743
Previous 47,168
1.22%
Holding current value
$4.34 Million
Previous $3.61 Billion
9.2%
% of portfolio
2.02%
Previous 2.03%
Shares
3 transactions
Others Institutions Holding CWB
# of Institutions
532Shares Held
34.4MCall Options Held
7.9KPut Options Held
76.6K-
Bank Of America Corp Charlotte, NC2.62MShares$238 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.41MShares$219 Million0.06% of portfolio
-
Howard Capital Management Inc.2.32MShares$211 Million2.46% of portfolio
-
Morgan Stanley New York, NY1.68MShares$153 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.56MShares$142 Million0.23% of portfolio