Optivise Advisory Services LLC Spdr Bloomberg Convertible Sec Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Optivise Advisory Services LLC holds 73,212 shares of CWB stock, worth $5.63 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
73,212Holding current value
$5.63 Million% of portfolio
3.07%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
559Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$198 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$194 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$181 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$125 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$122 Million0.27% of portfolio