Advisor Resource Council Spdr Bloomberg Convertible Sec Transaction History

Advisor Resource Council

  • $342 Million
  • Q1 2024

A detailed history of Advisor Resource Council transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Advisor Resource Council holds 5,535 shares of CWB stock, worth $398,852. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,535
Holding current value
$398,852
% of portfolio
0.12%

Shares

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

Apr 19, 2024
BUY
$70.62 - $73.18 $390,881 - $405,051
5,535 New
5,535 $404,000
Q3 2023

Oct 24, 2023
SELL
$67.56 - $71.9 $165,994 - $176,658
-2,457 Reduced 25.94%
7,015 $475,000
Q2 2023

Jul 13, 2023
SELL
$65.49 - $69.95 $217,885 - $232,723
-3,327 Reduced 25.99%
9,472 $662,000
Q1 2023

Apr 25, 2023
BUY
$64.11 - $69.54 $159,121 - $172,598
2,482 Added 24.06%
12,799 $858,000
Q4 2022

Jan 20, 2023
BUY
$63.68 - $67.01 $11,462 - $12,061
180 Added 1.78%
10,317 $0
Q3 2022

Oct 26, 2022
BUY
N/A
6,275 Added 162.48%
10,137 $642,000
Q2 2022

Jul 27, 2022
BUY
N/A
3,862 New
3,862 $249,000

Others Institutions Holding CWB

# of Institutions
501
Shares Held
31.8M
Call Options Held
16.4K
Put Options Held
9.8K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

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