Baker Tilly Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Baker Tilly Wealth Management, LLC

  • $220 Million
  • Q3 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 3,251 shares of CWB stock, worth $255,983. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,251
Holding current value
$255,983
% of portfolio
0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$71.19 - $76.59 $231,438 - $248,994
3,251 New
3,251 $248,000
Q4 2022

Jan 26, 2023
BUY
$62.9 - $67.01 $217,005 - $231,184
3,450 New
3,450 $0
Q1 2022

Apr 27, 2022
SELL
$71.53 - $82.66 $200,999 - $232,274
-2,810 Closed
0 $0
Q4 2021

Feb 08, 2022
BUY
$80.7 - $89.51 $226,767 - $251,523
2,810 New
2,810 $233,000

Others Institutions Holding CWB

# of Institutions
499
Shares Held
30.5M
Call Options Held
1.3K
Put Options Held
200
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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