Diversify Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

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 4,030 shares of CWB stock, worth $371,243. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,030
Holding current value
$371,243
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$71.86 - $82.66 $289,595 - $333,119
4,030 New
4,030 $344 Million
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
533
Shares Held
34.4M
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
  • Industry ETFs
More about CWB
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