Frank, Rimerman Advisors LLC Spdr Bloomberg Convertible Sec Transaction History
Frank, Rimerman Advisors LLC
- $1.36 Billion
- Q4 2024
A detailed history of Frank, Rimerman Advisors LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Frank, Rimerman Advisors LLC holds 4,000 shares of CWB stock, worth $325,280. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$325,280
Previous $306,000
1.63%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
552Shares Held
39.3MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$209 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$205 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$191 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$132 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$129 Million0.27% of portfolio