Lodestone Wealth Management LLC Spdr Bloomberg Convertible Sec Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 101 shares of CWB stock, worth $8,937. This represents 0.0% of its overall portfolio holdings.
Number of Shares
101Holding current value
$8,937% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
562Shares Held
37.7MCall Options Held
9.1KPut Options Held
67.9K-
Bank Of America Corp Charlotte, NC2.63MShares$233 Million0.02% of portfolio
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Envestnet Asset Management Inc2.41MShares$213 Million0.07% of portfolio
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Howard Capital Management Inc.2.32MShares$205 Million2.41% of portfolio
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Morgan Stanley New York, NY1.61MShares$143 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL1.6MShares$142 Million0.18% of portfolio