Optivise Advisory Services LLC Spdr Bloomberg Convertible Sec Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Optivise Advisory Services LLC holds 50,067 shares of CWB stock, worth $4.43 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
50,067
Previous 47,743 4.87%
Holding current value
$4.43 Million
Previous $3.95 Billion 14.81%
% of portfolio
2.69%
Previous 2.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$82.29 - $90.77 $191,241 - $210,949
2,324 Added 4.87%
50,067 $4.53 Billion
Q2 2025

Aug 05, 2025
BUY
$71.86 - $82.66 $41,319 - $47,529
575 Added 1.22%
47,743 $3.95 Billion
Q1 2025

Apr 18, 2025
SELL
$75.99 - $81.58 $1.98 Million - $2.12 Million
-26,044 Reduced 35.57%
47,168 $3.61 Billion
Q4 2024

Feb 13, 2025
BUY
$76.21 - $82.24 $5.58 Million - $6.02 Million
73,212 New
73,212 $5.7 Billion

Others Institutions Holding CWB

# of Institutions
563
Shares Held
38.2M
Call Options Held
9.1K
Put Options Held
67.9K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
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More about CWB
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