Clearstead Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Clearstead Advisors, LLC holds 349 shares of CWB stock, worth $27,675. This represents 0.0% of its overall portfolio holdings.

Number of Shares
349
Previous 349 -0.0%
Holding current value
$27,675
Previous $25,000 4.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 09, 2024
BUY
$69.6 - $72.8 $24,290 - $25,407
349 New
349 $25,000
Q3 2021

Nov 12, 2021
SELL
$83.71 - $88.67 $30,135 - $31,921
-360 Closed
0 $0
Q2 2021

Aug 12, 2021
BUY
$79.92 - $87.25 $28,771 - $31,410
360 New
360 $31,000
Q3 2020

Nov 12, 2020
SELL
$60.93 - $71.38 $3,899 - $4,568
-64 Closed
0 $0
Q1 2020

May 14, 2020
BUY
$40.96 - $60.38 $2,621 - $3,864
64 New
64 $3,000

Others Institutions Holding CWB

# of Institutions
500
Shares Held
30.4M
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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