Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$70.62 - $73.18 $898,851 - $931,435
12,728 New
12,728 $456 Million
Q3 2023

Nov 02, 2023

SELL
$67.56 - $71.9 $64,587 - $68,736
-956 Reduced 7.54%
11,721 $795 Million
Q2 2023

Aug 11, 2023

BUY
$65.49 - $69.95 $263,662 - $281,618
4,026 Added 46.54%
12,677 $887 Million
Q1 2023

May 01, 2023

SELL
$64.11 - $69.54 $90,972 - $98,677
-1,419 Reduced 14.09%
8,651 $580 Million
Q4 2022

Feb 14, 2023

BUY
$62.9 - $67.01 $633,403 - $674,790
10,070 New
10,070 $648 Million

Others Institutions Holding CWB

About SPDR BLOOMBERG CONVERTIBLE SEC


  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.