Forvis Wealth Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History

Forvis Wealth Advisors, LLC

  • $3.96 Billion
  • Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 5,476 shares of CWB stock, worth $407,523. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,476
Previous 5,476 -0.0%
Holding current value
$407,523
Previous $399,000 1.25%
% of portfolio
0.01%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$70.62 - $73.18 $386,715 - $400,733
5,476 New
5,476 $399,000

Others Institutions Holding CWB

# of Institutions
485
Shares Held
29.8M
Call Options Held
4.9K
Put Options Held
11K
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 Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, 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 Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email