Portside Wealth Group, LLC Spdr Bloomberg Convertible Sec Transaction History
Portside Wealth Group, LLC
- $586 Billion
- Q3 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 8,261 shares of CWB stock, worth $663,110. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,261Holding current value
$663,110% of portfolio
0.11%Shares
4 transactions
Others Institutions Holding CWB
# of Institutions
499Shares Held
30.5MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$203 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$177 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$129 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$91.4 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$86 Million30.93% of portfolio