Wealth Preservation Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 800 shares of CWB stock, worth $65,800. This represents 0.04% of its overall portfolio holdings.
Number of Shares
800Holding current value
$65,800% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
526Shares Held
35MCall Options Held
3.1KPut Options Held
868K-
Bank Of America Corp Charlotte, NC2.64MShares$217 Million0.02% of portfolio
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Envestnet Asset Management Inc2.42MShares$199 Million0.06% of portfolio
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Howard Capital Management Inc.2.38MShares$195 Million3.64% of portfolio
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Morgan Stanley New York, NY1.62MShares$133 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.59MShares$131 Million0.25% of portfolio