Private Wealth Asset Management, LLC Spdr Bloomberg Convertible Sec Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 3 shares of CWB stock, worth $278. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3
Previous 3
-0.0%
Holding current value
$278
Previous $230,000
7.83%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
532Shares Held
34.4MCall Options Held
7.9KPut Options Held
76.6K-
Bank Of America Corp Charlotte, NC2.62MShares$243 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.41MShares$223 Million0.06% of portfolio
-
Howard Capital Management Inc.2.32MShares$215 Million2.46% of portfolio
-
Morgan Stanley New York, NY1.68MShares$156 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.56MShares$144 Million0.23% of portfolio