Bright Futures Wealth Management, Llc. Spdr Bloomberg Convertible Sec Transaction History

Bright Futures Wealth Management, Llc.

  • $206 Million
  • Q2 2024

A detailed history of Bright Futures Wealth Management, Llc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 3,096 shares of CWB stock, worth $236,751. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,096
Previous 33,554 90.77%
Holding current value
$236,751
Previous $2.42 Billion 99.99%
% of portfolio
0.11%
Previous 1.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$69.6 - $72.8 $2.12 Million - $2.22 Million
-30,458 Reduced 90.77%
3,096 $223,000
Q1 2024

Jun 28, 2024
BUY
$70.62 - $73.18 $2.37 Million - $2.46 Million
33,554 New
33,554 $2.42 Billion

Others Institutions Holding CWB

# of Institutions
485
Shares Held
29.8M
Call Options Held
4.9K
Put Options Held
11K
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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