Envestnet Portfolio Solutions, Inc. Spdr Bloomberg Convertible Sec Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 9,289 shares of CWB stock, worth $745,628. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,289
Previous 3,844 141.65%
Holding current value
$745,628
Previous $276,000 157.61%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$71.19 - $76.59 $387,629 - $417,032
5,445 Added 141.65%
9,289 $711,000
Q2 2024

Jul 16, 2024
SELL
$69.6 - $72.8 $8,560 - $8,954
-123 Reduced 3.1%
3,844 $276,000
Q1 2024

May 06, 2024
BUY
$70.62 - $73.18 $12,217 - $12,660
173 Added 4.56%
3,967 $289,000
Q4 2023

Feb 07, 2024
SELL
$64.68 - $72.47 $6.75 Million - $7.57 Million
-104,437 Reduced 96.49%
3,794 $273,000
Q3 2023

Nov 13, 2023
BUY
$67.56 - $71.9 $7.31 Million - $7.78 Million
108,231 New
108,231 $7.34 Million

Others Institutions Holding CWB

# of Institutions
514
Shares Held
31.2M
Call Options Held
1.3K
Put Options Held
200
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

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  • Ticker CWB
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