Geller Advisors LLC Spdr Bloomberg Convertible Sec Transaction History

Geller Advisors LLC

  • $1.23 Billion
  • Q1 2024

A detailed history of Geller Advisors LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Geller Advisors LLC holds 4,646 shares of CWB stock, worth $335,487. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,646
Previous 4,593 1.15%
Holding current value
$335,487
Previous $331,000 2.42%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 14, 2024
BUY
$70.62 - $73.18 $3,742 - $3,878
53 Added 1.15%
4,646 $339,000
Q4 2023

Feb 14, 2024
BUY
$64.68 - $72.47 $2,263 - $2,536
35 Added 0.77%
4,593 $331,000
Q3 2023

Nov 13, 2023
BUY
$67.56 - $71.9 $307,938 - $327,720
4,558 New
4,558 $309,000

Others Institutions Holding CWB

# of Institutions
501
Shares Held
31.8M
Call Options Held
16.4K
Put Options Held
9.8K
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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