Principle Wealth Partners LLC Spdr Bloomberg Convertible Sec Transaction History
Principle Wealth Partners LLC
- $1.33 Billion
- Q3 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 3,590 shares of CWB stock, worth $284,687. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,590
Previous 3,590
-0.0%
Holding current value
$284,687
Previous $258,000
6.2%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding CWB
# of Institutions
500Shares Held
30.4MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$200 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$175 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$127 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$90.3 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$84.9 Million30.93% of portfolio