Wealth Enhancement Advisory Services, LLC Spdr Bloomberg Convertible Sec Transaction History
Wealth Enhancement Advisory Services, LLC
- $49.5 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 220,966 shares of CWB stock, worth $17 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
220,966
Previous 221,887
0.42%
Holding current value
$17 Million
Previous $17.3 Million
0.41%
% of portfolio
0.03%
Previous 0.04%
Shares
7 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