Portside Wealth Group, LLC Spdr Bloomberg Convertible Sec Transaction History
Portside Wealth Group, LLC
- $578 Billion
- Q4 2024
A detailed history of Portside Wealth Group, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Portside Wealth Group, LLC holds 8,165 shares of CWB stock, worth $625,030. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,165
Previous 8,261
1.16%
Holding current value
$625,030
Previous $633 Million
1.16%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding CWB
# of Institutions
557Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$197 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$193 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$180 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$125 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$122 Million0.27% of portfolio