We are live on ! Find out more
CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
576
Impact Partnership Wealth
Georgia
-$385K -4,203 Closed
DA
577
Detalus Advisors
Missouri
-$383K -4,180 Closed
QL
578
Quarry LP
New York
-$371K -4,050 Closed
Calamos Advisors
579
Calamos Advisors
Illinois
-$337K -3,680 Closed
Fisher Asset Management
580
Fisher Asset Management
Washington
-$323K -3,525 Closed
WA
581
WESPAC Advisors
California
-$213K -2,331 Closed
IWS
582
Intentional Wealth Strategies
Colorado
-$200K -2,187 Closed
MWA
583
Medallion Wealth Advisors
Connecticut
-$174K -1,899 Closed
WPA
584
Wealth Preservation Advisors
Tennessee
-$73.2K -800 Closed
AGWCA
585
Annis Gardner Whiting Capital Advisors
Florida
-$36.8K -402 Closed
FFA
586
Frazier Financial Advisors
Ohio
-$36.5K -399 Closed
FCAS
587
First Command Advisory Services
Texas
-$32.1K -351 Closed
SIS
588
Sound Income Strategies
Florida
-$30.1K -325 Closed
WG
589
Wellington Group
Indiana
-$29.7K -325 Closed
AA
590
Ancora Advisors
Ohio
-$18.5K -202 Closed
CFG
591
Clayton Financial Group
Missouri
-$13.5K -148 Closed
M
592
MOTCO
Texas
-$11.6K -127 Closed
FFA
593
Founders Financial Alliance
North Carolina
-$11.4K -125 Closed
GSEP
594
Golden State Equity Partners
California
-$10.1K -110 Closed
MDCM
595
Morgan Dempsey Capital Management
Wisconsin
-$9.15K -100 Closed
SC
596
Swan Capital
Florida
-$4.67K -51 Closed
SC
597
SouthState Corp
Florida
-$3.39K -37 Closed
Vanguard Advisers Inc
598
Vanguard Advisers Inc
Pennsylvania
-$2.56K -28 Closed
Q1WB
599
Quest 10 Wealth Builders
Virginia
-$2.29K -25 Closed
KCM
600
Key Capital Management
Tennessee
-$1.19K -13 Closed