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

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 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 3,444 shares of CWB stock, worth $270,973. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,444
Previous 3,251 5.94%
Holding current value
$270,973
Previous $248,000 8.06%
% of portfolio
0.11%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$76.21 - $82.24 $14,708 - $15,872
193 Added 5.94%
3,444 $268,000
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
558
Shares Held
39.1M
Call Options Held
700
Put Options Held
900
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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