Paulson Wealth Management Inc. Spdr Bloomberg Convertible Sec Transaction History
Paulson Wealth Management Inc.
- $364 Million
- Q4 2024
A detailed history of Paulson Wealth Management Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 138,259 shares of CWB stock, worth $10.9 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
138,259
Previous 141,408
2.23%
Holding current value
$10.9 Million
Previous $10.8 Million
0.57%
% of portfolio
2.96%
Previous 2.92%
Shares
26 transactions
Others Institutions Holding CWB
# of Institutions
558Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$202 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$199 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$185 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$128 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$125 Million0.27% of portfolio