Wetherby Asset Management Inc Special Opportunities Fund, Inc. Transaction History
Wetherby Asset Management Inc
- $2.19 Billion
- Q2 2025
A detailed history of Wetherby Asset Management Inc transactions in Special Opportunities Fund, Inc. stock. As of the latest transaction made, Wetherby Asset Management Inc holds 12,637 shares of SPE stock, worth $195,873. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,637Holding current value
$195,873% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SPE
# of Institutions
38Shares Held
2.95MCall Options Held
0Put Options Held
0-
Kovitz Investment Group Partners, LLC1.48MShares$22.9 Million0.11% of portfolio
-
Shaker Financial Services, LLC267KShares$4.13 Million1.54% of portfolio
-
Blue Bell Private Wealth Management, LLC247KShares$3.82 Million0.67% of portfolio
-
Css LLC Chicago, IL118KShares$1.83 Million0.19% of portfolio
-
Advisors Asset Management, Inc. Monument, CO114KShares$1.77 Million0.03% of portfolio
About SPECIAL OPPORTUNITIES FUND, INC.
- Ticker SPE
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performan...