Aletheian Wealth Advisors LLC Spdr Bloomberg Convertible Sec Transaction History

Aletheian Wealth Advisors LLC

  • $177 Million
  • Q1 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 26,751 shares of CWB stock, worth $1.93 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
26,751
Previous 23,997 11.48%
Holding current value
$1.93 Million
Previous $1.73 Million 12.82%
% of portfolio
1.1%
Previous 1.19%

Shares

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

Apr 15, 2024
BUY
$70.62 - $73.18 $194,487 - $201,537
2,754 Added 11.48%
26,751 $1.95 Million
Q4 2023

Jan 05, 2024
SELL
$64.68 - $72.47 $53,425 - $59,860
-826 Reduced 3.33%
23,997 $1.73 Million
Q3 2023

Oct 04, 2023
BUY
$67.56 - $71.9 $15,876 - $16,896
235 Added 0.96%
24,823 $1.68 Million
Q2 2023

Jul 13, 2023
BUY
$65.49 - $69.95 $6,287 - $6,715
96 Added 0.39%
24,588 $1.72 Million
Q1 2023

May 11, 2023
BUY
$64.11 - $69.54 $629,496 - $682,813
9,819 Added 66.92%
24,492 $1.64 Million
Q4 2022

Jan 17, 2023
SELL
$63.68 - $67.01 $24,389 - $25,664
-383 Reduced 2.54%
14,673 $0
Q3 2022

Oct 14, 2022
SELL
N/A
-2,753 Reduced 15.46%
15,056 $953,000
Q2 2022

Jul 11, 2022
BUY
N/A
3,991 Added 28.88%
17,809 $1.15 Million
Q1 2022

Apr 18, 2022
BUY
N/A
2,266 Added 19.62%
13,818 $1.06 Million
Q4 2021

Apr 12, 2022
BUY
N/A
11,552 New
11,552 $958,000

Others Institutions Holding CWB

# of Institutions
500
Shares Held
31.8M
Call Options Held
16.4K
Put Options Held
9.8K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
Track This Portfolio

Track Aletheian Wealth Advisors LLC Portfolio

Follow Aletheian Wealth Advisors 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 Aletheian Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email