Concurrent Investment Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,629 shares of CWB stock, worth $243,024. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,629
Previous 2,629 -0.0%
Holding current value
$243,024
Previous $201 Million 7.9%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$75.99 - $81.58 $199,777 - $214,473
2,629 New
2,629 $201 Million
Q1 2024

May 07, 2024
BUY
$70.62 - $73.18 $194,416 - $201,464
2,753 New
2,753 $201 Million

Others Institutions Holding CWB

# of Institutions
540
Shares Held
35M
Call Options Held
7.9K
Put Options Held
76.6K
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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