Bernard Wealth Management Corp. Invesco ETF Tr Ii S&P Global W Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 1,454 shares of CGW stock, worth $92,896. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,454
Previous 1,454
-0.0%
Holding current value
$92,896
Previous $90.9 Million
2.78%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding CGW
# of Institutions
232Shares Held
6.74MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY871KShares$55.6 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.506KShares$32.3 Million3.03% of portfolio
-
Ubs Group Ag498KShares$31.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC433KShares$27.6 Million0.0% of portfolio
-
Weatherly Asset Management L. P.400KShares$25.5 Million2.15% of portfolio