Wealth Preservation Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 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 $70,792. This represents 0.04% of its overall portfolio holdings.
Number of Shares
800
Previous 800
-0.0%
Holding current value
$70,792
Previous $66.1 Million
9.48%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
559Shares Held
37.9MCall Options Held
10KPut Options Held
66.8K-
Bank Of America Corp Charlotte, NC2.63MShares$233 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.41MShares$213 Million0.07% of portfolio
-
Howard Capital Management Inc.2.32MShares$205 Million2.41% of portfolio
-
Morgan Stanley New York, NY1.61MShares$143 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.6MShares$142 Million0.18% of portfolio