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 $408,897. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,479
Previous 6,319
13.29%
Holding current value
$408,897
Previous $428,000
7.71%
% of portfolio
0.03%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding CWB
# of Institutions
559Shares Held
38.7MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$192 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$188 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$176 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$121 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$119 Million0.27% of portfolio