Great Valley Advisor Group, Inc. Spdr Bloomberg Convertible Sec Transaction History
Great Valley Advisor Group, Inc.
- $4.07 Billion
- Q4 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 3,928 shares of CWB stock, worth $294,914. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,928
Previous 3,112
26.22%
Holding current value
$294,914
Previous $238,000
28.15%
% of portfolio
0.01%
Previous 0.01%
Shares
21 transactions
Others Institutions Holding CWB
# of Institutions
555Shares Held
38.6MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$193 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$190 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$177 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$122 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$120 Million0.27% of portfolio