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

Horst & Graben Wealth Management LLC

  • $547 Million
  • Q2 2025

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 9,456 shares of CWB stock, worth $876,854. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,456
Previous 11,880 20.4%
Holding current value
$876,854
Previous $910,000 14.18%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Jul 28, 2025
SELL
$71.86 - $82.66 $174,188 - $200,367
-2,424 Reduced 20.4%
9,456 $781,000
Q1 2025

Apr 29, 2025
BUY
$75.99 - $81.58 $87,160 - $93,572
1,147 Added 10.69%
11,880 $910,000
Q4 2024

Jan 24, 2025
BUY
$76.21 - $82.24 $182,065 - $196,471
2,389 Added 28.63%
10,733 $835,000
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
532
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
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