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 $554,455. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,835
Previous 6,835
-0.0%
Holding current value
$554,455
Previous $493 Million
6.29%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding CWB
# of Institutions
499Shares Held
30.5MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$205 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$179 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$130 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$92.4 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$86.9 Million30.93% of portfolio