Unique Wealth Strategies, LLC Spdr Bloomberg Convertible Sec Transaction History
Unique Wealth Strategies, LLC
- $213 Billion
- Q2 2024
A detailed history of Unique Wealth Strategies, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 1,513 shares of CWB stock, worth $116,395. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,513Holding current value
$116,395% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
559Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$198 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$194 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$181 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$125 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$122 Million0.27% of portfolio