River Wealth Advisors LLC Spdr Bloomberg Convertible Sec Transaction History
River Wealth Advisors LLC
- $682 Million
- Q1 2024
A detailed history of River Wealth Advisors LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, River Wealth Advisors LLC holds 212,630 shares of CWB stock, worth $15.4 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
212,630
Previous 207,628
2.41%
Holding current value
$15.4 Million
Previous $15 Million
3.67%
% of portfolio
2.28%
Previous 2.41%
Shares
27 transactions
Others Institutions Holding CWB
# of Institutions
501Shares Held
31.8MCall Options Held
16.4KPut Options Held
9.8K-
Bank Of America Corp Charlotte, NC2.72MShares$196 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.78MShares$129 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.78MShares$128 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.27MShares$91.9 Million0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.12MShares$80.6 Million0.04% of portfolio