Envestnet Portfolio Solutions, Inc. Spdr Bloomberg Convertible Sec Transaction History
Envestnet Portfolio Solutions, Inc.
- $27.8 Billion
- Q4 2024
A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 86,714 shares of CWB stock, worth $6.47 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
86,714
Previous 9,289
833.51%
Holding current value
$6.47 Million
Previous $711,000
849.93%
% of portfolio
0.02%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding CWB
# of Institutions
559Shares Held
38.7MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$192 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$188 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$176 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$121 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$119 Million0.27% of portfolio