Pacific Capital Wealth Advisors, Inc Spdr Bloomberg Convertible Sec Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 3,434 shares of CWB stock, worth $271,766. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,434
Previous 3,425
0.26%
Holding current value
$271,766
Previous $262,000
1.91%
% of portfolio
0.04%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding CWB
# of Institutions
557Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$204 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$200 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$186 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$129 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$126 Million0.27% of portfolio