Form Wealth Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History

Form Wealth Advisors, LLC

  • $827 Billion
  • Q2 2025

A detailed history of Form Wealth Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 7,896 shares of CWB stock, worth $732,196. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,896
Previous 7,869 0.34%
Holding current value
$732,196
Previous $603 Million 8.25%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jul 16, 2025
BUY
$71.86 - $82.66 $1,940 - $2,231
27 Added 0.34%
7,896 $653 Million
Q1 2025

Apr 22, 2025
BUY
$75.99 - $81.58 $597,965 - $641,953
7,869 New
7,869 $603 Million

Others Institutions Holding CWB

# of Institutions
531
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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