Spectrum Wealth Advisory Group, LLC Spdr Bloomberg Convertible Sec Transaction History
Spectrum Wealth Advisory Group, LLC
- $178 Million
- Q3 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 8,690 shares of CWB stock, worth $689,117. This represents 0.37% of its overall portfolio holdings.
Number of Shares
8,690
Previous 9,878
12.03%
Holding current value
$689,117
Previous $711,000
6.47%
% of portfolio
0.37%
Previous 0.76%
Shares
23 transactions
Others Institutions Holding CWB
# of Institutions
500Shares Held
30.4MCall Options Held
1.3KPut Options Held
200-
Bank Of America Corp Charlotte, NC2.53MShares$200 Million0.02% of portfolio
-
Assetmark, Inc2.2MShares$175 Million0.48% of portfolio
-
Morgan Stanley New York, NY1.6MShares$127 Million0.01% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.14MShares$90.3 Million0.14% of portfolio
-
Delta Capital Management LLC1.07MShares$84.9 Million30.93% of portfolio