Synergy Asset Management, LLC Spdr Bloomberg Convertible Sec Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Synergy Asset Management, LLC holds 62,579 shares of CWB stock, worth $5 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
62,579Holding current value
$5 Million% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding CWB
# of Institutions
553Shares Held
39.1MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$206 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$202 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$188 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$130 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$127 Million0.27% of portfolio