Hb Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Hb Wealth Management, LLC holds 9,897 shares of CWB stock, worth $802,844. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,897
Previous 7,512 31.75%
Holding current value
$802,844
Previous $541,000 40.11%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$71.19 - $76.59 $169,788 - $182,667
2,385 Added 31.75%
9,897 $758,000
Q4 2022

Jan 20, 2023
SELL
$62.9 - $67.01 $54,848 - $58,432
-872 Reduced 10.4%
7,512 $0
Q2 2022

Jul 15, 2022
SELL
$63.06 - $78.0 $3,972 - $4,914
-63 Reduced 0.75%
8,384 $541,000
Q1 2022

May 16, 2022
SELL
$71.53 - $82.66 $5,364 - $6,199
-75 Reduced 0.88%
8,447 $650,000
Q4 2021

Feb 15, 2022
BUY
$80.7 - $89.51 $687,725 - $762,804
8,522 New
8,522 $707,000

Others Institutions Holding CWB

# of Institutions
499
Shares Held
30.5M
Call Options Held
1.3K
Put Options Held
200
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
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