Diversify Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,629 shares of CWB stock, worth $356,108. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,629
Previous 5,243 11.71%
Holding current value
$356,108
Previous $404 Million 10.76%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$76.21 - $82.24 $46,792 - $50,495
-614 Reduced 11.71%
4,629 $360 Million
Q3 2024

Oct 25, 2024
BUY
$71.19 - $76.59 $373,249 - $401,561
5,243 New
5,243 $404 Million

Others Institutions Holding CWB

# of Institutions
559
Shares Held
39.1M
Call Options Held
700
Put Options Held
900
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
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