Trifecta Capital Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History
Trifecta Capital Advisors, LLC
- $506 Billion
- Q4 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 $533,471. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,835
Previous 6,835
-0.0%
Holding current value
$533,471
Previous $523 Million
1.7%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding CWB
# of Institutions
557Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$201 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$197 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$184 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$127 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$124 Million0.27% of portfolio