Optivise Advisory Services LLC Spdr Bloomberg Convertible Sec Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
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 73,212 shares of CWB stock, worth $5.85 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
73,212Holding current value
$5.85 Million% of portfolio
3.07%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
552Shares Held
39.2MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$206 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$202 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$188 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$130 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$127 Million0.27% of portfolio