Portland Financial Advisors Inc Spdr Bloomberg Convertible Sec Transaction History
Portland Financial Advisors Inc
- $37.2 Billion
- Q4 2024
A detailed history of Portland Financial Advisors Inc transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Portland Financial Advisors Inc holds 8,381 shares of CWB stock, worth $672,742. This represents 1.76% of its overall portfolio holdings.
Number of Shares
8,381Holding current value
$672,742% of portfolio
1.76%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
521Shares Held
34MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$203 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$189 Million2.44% of portfolio
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Assetmark, Inc2.2MShares$177 Million0.48% of portfolio
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Morgan Stanley New York, NY1.6MShares$129 Million0.01% of portfolio
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Bessemer Group Inc Woodbridge, NJ1.14MShares$91.4 Million0.14% of portfolio