Powell Investment Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History
Powell Investment Advisors, LLC
- $191 Million
- Q2 2024
A detailed history of Powell Investment Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 28,234 shares of CWB stock, worth $2.16 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
28,234
Previous 28,469
0.83%
Holding current value
$2.16 Million
Previous $2.08 Million
2.16%
% of portfolio
1.06%
Previous 1.11%
Shares
19 transactions
Others Institutions Holding CWB
# of Institutions
485Shares Held
29.8MCall Options Held
4.9KPut Options Held
11K-
Bank Of America Corp Charlotte, NC2.58MShares$198 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.77MShares$135 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.74MShares$133 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.27MShares$97.3 Million0.16% of portfolio
-
Delta Capital Management LLC1.07MShares$81.9 Million32.12% of portfolio