Wealth Management Resources, Inc. Spdr Bloomberg Convertible Sec Transaction History
Wealth Management Resources, Inc.
- $250 Million
- Q3 2024
A detailed history of Wealth Management Resources, Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 25,699 shares of CWB stock, worth $2.04 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
25,699
Previous 25,133
2.25%
Holding current value
$2.04 Million
Previous $1.81 Million
8.67%
% of portfolio
0.79%
Previous 0.78%
Shares
12 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