Advyzon Investment Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 2025

A detailed history of Advyzon Investment Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 3,738 shares of CWB stock, worth $345,540. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,738
Holding current value
$345,540
% of portfolio
0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$71.86 - $82.66 $268,612 - $308,983
3,738 New
3,738 $309 Million
Q4 2024

Feb 03, 2025
BUY
$76.21 - $82.24 $705,323 - $761,131
9,255 New
9,255 $721 Million

Others Institutions Holding CWB

# of Institutions
534
Shares Held
34.4M
Call Options Held
7.9K
Put Options Held
76.6K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
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