Atticus Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Atticus Wealth Management, LLC

  • $343 Million
  • Q2 2025

A detailed history of Atticus Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 756 shares of CWB stock, worth $69,642. This represents 0.02% of its overall portfolio holdings.

Number of Shares
756
Previous 752 0.53%
Holding current value
$69,642
Previous $57,000 8.77%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 10, 2025
BUY
$71.86 - $82.66 $287 - $330
4 Added 0.53%
756 $62,000
Q1 2025

Apr 22, 2025
BUY
$75.99 - $81.58 $151 - $163
2 Added 0.27%
752 $57,000
Q4 2024

Jan 22, 2025
BUY
$76.21 - $82.24 $457 - $493
6 Added 0.81%
750 $58,000
Q3 2024

Oct 15, 2024
BUY
$71.19 - $76.59 $52,965 - $56,982
744 New
744 $56,000

Others Institutions Holding CWB

# of Institutions
533
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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