Portland Financial Advisors Inc Spdr Bloomberg Convertible Sec Transaction History
Portland Financial Advisors Inc
- $37.2 Billion
- Q4 2024
A detailed history of Portland Financial Advisors Inc transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Portland Financial Advisors Inc holds 8,381 shares of CWB stock, worth $654,137. This represents 1.76% of its overall portfolio holdings.
Number of Shares
8,381Holding current value
$654,137% of portfolio
1.76%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
557Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$201 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC2.52MShares$197 Million0.02% of portfolio
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Howard Capital Management Inc.2.35MShares$184 Million2.44% of portfolio
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Morgan Stanley New York, NY1.63MShares$127 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.59MShares$124 Million0.27% of portfolio