Oak Harbor Wealth Partners, LLC Spdr Bloomberg Convertible Sec Transaction History
Oak Harbor Wealth Partners, LLC
- $340 Million
- Q4 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 1,500 shares of CWB stock, worth $118,140. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,500
Previous 1,500
-0.0%
Holding current value
$118,140
Previous $114,000
1.75%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
553Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$203 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$199 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$185 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$128 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$125 Million0.27% of portfolio