Wealth Management Resources, Inc. Spdr Bloomberg Convertible Sec Transaction History
Wealth Management Resources, Inc.
- $233 Million
- Q2 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 25,133 shares of CWB stock, worth $1.92 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
25,133
Previous 22,349
12.46%
Holding current value
$1.92 Million
Previous $1.63 Million
10.97%
% of portfolio
0.78%
Previous 0.46%
Shares
11 transactions
Others Institutions Holding CWB
# of Institutions
485Shares Held
29.8MCall Options Held
4.9KPut Options Held
11K-
Bank Of America Corp Charlotte, NC2.58MShares$198 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.77MShares$136 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.74MShares$133 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.27MShares$97.4 Million0.16% of portfolio
-
Delta Capital Management LLC1.07MShares$82 Million32.12% of portfolio