Powell Investment Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History
Powell Investment Advisors, LLC
- $210 Million
- Q4 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 27,345 shares of CWB stock, worth $2.15 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
27,345
Previous 27,758
1.49%
Holding current value
$2.15 Million
Previous $2.13 Million
0.19%
% of portfolio
1.02%
Previous 1.01%
Shares
21 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