Hershey Financial Advisers, LLC Spdr Bloomberg Convertible Sec Transaction History
Hershey Financial Advisers, LLC
- $114 Billion
- Q4 2024
A detailed history of Hershey Financial Advisers, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Hershey Financial Advisers, LLC holds 50,921 shares of CWB stock, worth $4.03 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
50,921
Previous 52
97825.0%
Holding current value
$4.03 Million
Previous $3.75 Million
105751.0%
% of portfolio
3.49%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CWB
# of Institutions
557Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$204 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$200 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$186 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$129 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$126 Million0.27% of portfolio