Estate Counselors, LLC Spdr Bloomberg Convertible Sec Transaction History

Estate Counselors, LLC

  • $441 Million
  • Q3 2025

A detailed history of Estate Counselors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Estate Counselors, LLC holds 128,695 shares of CWB stock, worth $11.9 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
128,695
Holding current value
$11.9 Million
% of portfolio
2.64%

Shares

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

Oct 31, 2025
BUY
$82.29 - $90.77 $10.6 Million - $11.7 Million
128,695 New
128,695 $11.6 Million
Q1 2025

May 14, 2025
BUY
$75.99 - $81.58 $835,130 - $896,564
10,990 Added 9.94%
121,562 $9.31 Million
Q4 2024

Feb 14, 2025
BUY
$76.21 - $82.24 $67,979 - $73,358
892 Added 0.81%
110,572 $8.61 Million
Q3 2024

Nov 12, 2024
SELL
$71.19 - $76.59 $15,305 - $16,466
-215 Reduced 0.2%
109,680 $8.4 Million
Q2 2024

Aug 08, 2024
BUY
$69.6 - $72.8 $4.9 Million - $5.12 Million
70,375 Added 178.07%
109,895 $7.92 Million
Q1 2024

May 14, 2024
SELL
$70.62 - $73.18 $613,687 - $635,934
-8,690 Reduced 18.03%
39,520 $2.89 Million
Q4 2023

Jan 23, 2024
BUY
$64.68 - $72.47 $437,236 - $489,897
6,760 Added 16.31%
48,210 $3.48 Million
Q3 2023

Nov 02, 2023
SELL
$67.56 - $71.9 $49,656 - $52,846
-735 Reduced 1.74%
41,450 $2.81 Million
Q2 2023

Jul 31, 2023
BUY
$65.49 - $69.95 $1.59 Million - $1.69 Million
24,230 Added 134.95%
42,185 $2.95 Million
Q1 2023

May 04, 2023
BUY
$64.11 - $69.54 $47,441 - $51,459
740 Added 4.3%
17,955 $1.2 Million
Q4 2022

Feb 08, 2023
BUY
$62.9 - $67.01 $1.08 Million - $1.15 Million
17,215 New
17,215 $1.11 Million
Q3 2018

Oct 15, 2018
SELL
N/A
-254,330 Closed
0 $0
Q2 2018

Aug 08, 2018
BUY
N/A
5,830 Added 2.35%
254,330 $13.5 Million
Q1 2018

Apr 13, 2018
BUY
N/A
63,450 Added 34.29%
248,500 $12.8 Million
Q4 2017

Feb 06, 2018
SELL
N/A
-14,000 Reduced 7.03%
185,050 $9.36 Million
Q3 2017

Nov 13, 2017
BUY
N/A
19,220 Added 10.69%
199,050 $10.2 Million
Q2 2017

Nov 13, 2017
BUY
N/A
5,800 Added 3.33%
179,830 $8.92 Million
Q1 2017

Nov 13, 2017
BUY
N/A
174,030
174,030 $8.37 Million

Others Institutions Holding CWB

# of Institutions
549
Shares Held
35.2M
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
Track This Portfolio

Track Estate Counselors, LLC Portfolio

Follow Estate Counselors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Estate Counselors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Estate Counselors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email