Annex Advisory Services, LLC Spdr Bloomberg Convertible Sec Transaction History
Annex Advisory Services, LLC
- $4.03 Billion
- Q4 2025
A detailed history of Annex Advisory Services, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Annex Advisory Services, LLC holds 5,983 shares of CWB stock, worth $529,435. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,983Holding current value
$529,435% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
561Shares Held
37.3MCall Options Held
9.1KPut Options Held
67.9K-
Bank Of America Corp Charlotte, NC2.63MShares$233 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.41MShares$213 Million0.07% of portfolio
-
Howard Capital Management Inc.2.32MShares$205 Million1.89% of portfolio
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Morgan Stanley New York, NY1.61MShares$143 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.6MShares$142 Million0.18% of portfolio