Wealthsource Partners, LLC Spdr Bloomberg Convertible Sec Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Wealthsource Partners, LLC holds 5,479 shares of CWB stock, worth $421,499. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,479
Previous 6,319
13.29%
Holding current value
$421,499
Previous $428,000
7.71%
% of portfolio
0.03%
Previous 0.03%
Shares
18 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