Concurrent Investment Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 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 3,023 shares of CWB stock, worth $267,505. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,023
Previous 2,629 14.99%
Holding current value
$267,505
Previous $217 Million 25.89%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$82.29 - $90.77 $32,422 - $35,763
394 Added 14.99%
3,023 $274 Million
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
565
Shares Held
38.2M
Call Options Held
9.1K
Put Options Held
67.9K
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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