Wealth Management Resources, Inc. Spdr Bloomberg Convertible Sec Transaction History
Wealth Management Resources, Inc.
- $271 Million
- Q4 2024
A detailed history of Wealth Management Resources, Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 9,396 shares of CWB stock, worth $752,431. This represents 0.27% of its overall portfolio holdings.
Number of Shares
9,396
Previous 25,699
63.44%
Holding current value
$752,431
Previous $1.97 Million
62.86%
% of portfolio
0.27%
Previous 0.79%
Shares
13 transactions
Others Institutions Holding CWB
# of Institutions
512Shares Held
31.1MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$202 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$177 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$128 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$91.2 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$85.8 Million32.61% of portfolio