Topsail Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History
Topsail Wealth Management, LLC
- $468 Billion
- Q4 2024
A detailed history of Topsail Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 3,320 shares of CWB stock, worth $265,168. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,320Holding current value
$265,168% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
552Shares Held
39.2MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$206 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$202 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$188 Million2.44% of portfolio
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Morgan Stanley New York, NY1.63MShares$130 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.59MShares$127 Million0.27% of portfolio