Soa Wealth Advisors, Llc. Spdr Bloomberg Convertible Sec Transaction History
Soa Wealth Advisors, Llc.
- $477 Million
- Q1 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 518 shares of CWB stock, worth $37,404. This represents 0.01% of its overall portfolio holdings.
Number of Shares
518
Previous 516
0.39%
Holding current value
$37,404
Previous $37,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
13 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