Principle Wealth Partners LLC Spdr Bloomberg Convertible Sec Transaction History
Principle Wealth Partners LLC
- $1.35 Billion
- Q4 2024
A detailed history of Principle Wealth Partners LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Principle Wealth Partners LLC holds 3,416 shares of CWB stock, worth $277,789. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,416
Previous 3,590
4.85%
Holding current value
$277,789
Previous $274,000
2.92%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding CWB
# of Institutions
546Shares Held
39MCall Options Held
1.3KPut Options Held
200-
Envestnet Asset Management Inc2.57MShares$209 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$205 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$191 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$132 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$129 Million0.27% of portfolio