Herold Advisors, Inc. Spdr Bloomberg Convertible Sec Transaction History
Herold Advisors, Inc.
- $411 Million
- Q3 2025
A detailed history of Herold Advisors, Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Herold Advisors, Inc. holds 12,075 shares of CWB stock, worth $1.07 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
12,075
Previous 11,758
2.7%
Holding current value
$1.07 Million
Previous $971,000
12.46%
% of portfolio
0.27%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding CWB
# of Institutions
562Shares Held
38.2MCall 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 Million2.41% of portfolio
-
Morgan Stanley New York, NY1.61MShares$143 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.6MShares$142 Million0.18% of portfolio