Sagespring Wealth Partners, LLC Spdr Bloomberg Convertible Sec Transaction History
Sagespring Wealth Partners, LLC
- $3.79 Trillion
- Q4 2024
A detailed history of Sagespring Wealth Partners, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 7,142 shares of CWB stock, worth $549,434. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,142Holding current value
$549,434% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
559Shares Held
39MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$198 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC2.52MShares$194 Million0.02% of portfolio
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Howard Capital Management Inc.2.35MShares$181 Million2.44% of portfolio
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Morgan Stanley New York, NY1.63MShares$125 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.59MShares$122 Million0.27% of portfolio