Potomac Fund Management Inc /Adv Spdr Bloomberg Convertible Sec Transaction History
Potomac Fund Management Inc /Adv
- $2.36 Trillion
- Q3 2025
A detailed history of Potomac Fund Management Inc /Adv transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Potomac Fund Management Inc /Adv holds 470,038 shares of CWB stock, worth $41.6 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
470,038Holding current value
$41.6 Million% of portfolio
1.8%Shares
2 transactions
Others Institutions Holding CWB
# of Institutions
563Shares Held
38.2MCall Options Held
9.1KPut Options Held
67.9K-
Bank Of America Corp Charlotte, NC2.63MShares$233 Million0.02% of portfolio
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Envestnet Asset Management Inc2.41MShares$213 Million0.07% of portfolio
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Howard Capital Management Inc.2.32MShares$205 Million2.41% of portfolio
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Morgan Stanley New York, NY1.61MShares$143 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.6MShares$142 Million0.18% of portfolio