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

Bright Futures Wealth Management, Llc.

  • $198 Million
  • Q3 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 2,822 shares of CWB stock, worth $228,920. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,822
Previous 3,096 8.85%
Holding current value
$228,920
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

# 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
  • Industry ETFs
More about CWB
Track This Portfolio

Track Bright Futures Wealth Management, Llc. Portfolio

Follow Bright Futures Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email