Horst & Graben Wealth Management LLC Spdr Bloomberg Convertible Sec Transaction History

Horst & Graben Wealth Management LLC

  • $536 Million
  • Q3 2024

A detailed history of Horst & Graben Wealth Management LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 8,344 shares of CWB stock, worth $656,923. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,344
Previous 8,216 1.56%
Holding current value
$656,923
Previous $592,000 7.94%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 21, 2024
BUY
$71.19 - $76.59 $9,112 - $9,803
128 Added 1.56%
8,344 $639,000
Q2 2024

Jul 23, 2024
SELL
$69.6 - $72.8 $3,897 - $4,076
-56 Reduced 0.68%
8,216 $592,000
Q1 2024

Apr 22, 2024
BUY
$70.62 - $73.18 $584,168 - $605,344
8,272 New
8,272 $604,000

Others Institutions Holding CWB

# of Institutions
501
Shares Held
30.4M
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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