Spectrum Wealth Advisory Group, LLC Spdr Bloomberg Convertible Sec Transaction History
Spectrum Wealth Advisory Group, LLC
- $93.3 Million
- Q2 2024
A detailed history of Spectrum Wealth Advisory Group, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 9,878 shares of CWB stock, worth $763,766. This represents 0.76% of its overall portfolio holdings.
Number of Shares
9,878
Previous 10,556
6.42%
Holding current value
$763,766
Previous $771,000
7.78%
% of portfolio
0.76%
Previous 0.89%
Shares
22 transactions
Others Institutions Holding CWB
# of Institutions
487Shares Held
29.8MCall Options Held
4.9KPut Options Held
11K-
Bank Of America Corp Charlotte, NC2.58MShares$200 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.77MShares$137 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.74MShares$135 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.27MShares$98.4 Million0.16% of portfolio
-
Delta Capital Management LLC1.07MShares$82.8 Million30.93% of portfolio