Trifecta Capital Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History
Trifecta Capital Advisors, LLC
- $478 Billion
- Q3 2024
A detailed history of Trifecta Capital Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 6,835 shares of CWB stock, worth $542,767. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,835
Previous 6,835
-0.0%
Holding current value
$542,767
Previous $493 Million
6.29%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding CWB
# of Institutions
495Shares Held
32.6MCall Options Held
4.9KPut Options Held
11K-
Bank Of America Corp Charlotte, NC2.58MShares$205 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$175 Million0.48% of portfolio
-
Goldman Sachs Group Inc New York, NY1.77MShares$141 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.74MShares$138 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$90.4 Million0.14% of portfolio