Farther Finance Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History

Farther Finance Advisors, LLC

  • $3.92 Trillion
  • Q1 2025

A detailed history of Farther Finance Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 8,563 shares of CWB stock, worth $663,889. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,563
Previous 22 38822.73%
Holding current value
$663,889
Previous $1.71 Million 38258.63%
% of portfolio
0.02%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$75.99 - $81.58 $649,030 - $696,774
8,541 Added 38822.73%
8,563 $657 Million
Q1 2024

May 13, 2024
SELL
$70.62 - $73.18 $706 - $731
-10 Reduced 31.25%
22 $1.6 Million
Q4 2023

Feb 14, 2024
BUY
$64.68 - $72.47 $1,811 - $2,029
28 Added 127.27%
50 $3.6 Million
Q3 2023

Nov 13, 2023
SELL
$67.56 - $71.9 $675 - $719
-10 Reduced 31.25%
22 $1.49 Million
Q2 2023

May 13, 2024
SELL
$65.49 - $69.95 $1,178 - $1,259
-18 Reduced 36.0%
32 $2.24 Million
Q2 2023

Sep 12, 2023
BUY
$65.49 - $69.95 $2,095 - $2,238
32 New
32 $2.24 Million

Others Institutions Holding CWB

# of Institutions
526
Shares Held
35.2M
Call Options Held
3.1K
Put Options Held
868K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

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