Anderson Financial Strategies, LLC Spdr Bloomberg Convertible Sec Transaction History

Anderson Financial Strategies, LLC

  • $156 Billion
  • Q2 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 98,775 shares of CWB stock, worth $9.13 Million. This represents 5.22% of its overall portfolio holdings.

Number of Shares
98,775
Previous 102,681 3.8%
Holding current value
$9.13 Million
Previous $7.87 Billion 3.78%
% of portfolio
5.22%
Previous 4.81%

Shares

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

Aug 11, 2025
SELL
$71.86 - $82.66 $280,685 - $322,869
-3,906 Reduced 3.8%
98,775 $8.17 Billion
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
549
Shares Held
35.2M
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
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More about CWB
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