Anderson Financial Strategies, LLC Spdr Bloomberg Convertible Sec Transaction History

Anderson Financial Strategies, LLC

  • $164 Billion
  • Q1 2025

A detailed history of Anderson Financial Strategies, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Anderson Financial Strategies, LLC holds 102,681 shares of CWB stock, worth $8.72 Million. This represents 4.81% of its overall portfolio holdings.

Number of Shares
102,681
Previous 100,964 1.7%
Holding current value
$8.72 Million
Previous $7.86 Billion 0.04%
% of portfolio
4.81%
Previous 4.74%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 28, 2025
BUY
$75.99 - $81.58 $130,474 - $140,072
1,717 Added 1.7%
102,681 $7.87 Billion
Q4 2024

Feb 14, 2025
BUY
$76.21 - $82.24 $7.69 Million - $8.3 Million
100,964 New
100,964 $7.86 Billion

Others Institutions Holding CWB

# of Institutions
523
Shares Held
34.5M
Call Options Held
3.1K
Put Options Held
868K
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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