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 2,822 shares of CWB stock, worth $222,655. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,822
Previous 3,096 8.85%
Holding current value
$222,655
Previous $223,000 3.14%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 31, 2024

SELL
$71.19 - $76.59 $19,506 - $20,985
-274 Reduced 8.85%
2,822 $216,000
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

About SPDR BLOOMBERG CONVERTIBLE SEC


  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
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