C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors »

SPDR Barclays Capital Convertible SecETF shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors from 13F filings

Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors investment in SPDR Barclays Capital Convertible SecETF

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0012.656749M2.6567495M2.65675M2.6567505M2.656751M34.108k34.1085k34.109k34.1095k34.11k
Value ($)Share countHistorical CWB position of C2P Capital Advisory … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Convertible SecETF held by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.7M 34k 77.89

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Bank of America Corporation
Howard Capital Management
Morgan Stanley
Cetera Investment Advisers
Assetmark
LPL Financial
Bessemer
Wells Fargo & Company
Delta Capital Management
Ameriprise Financial
Wright Fund Managment
Pnc Financial Services
New York Life Investment Management
Allianz Asset Management

View all funds holding SPDR Barclays Capital Convertible SecETF