A detailed history of Ica Group Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 200 shares of CWB stock, worth $14,441. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 435 54.02%
Holding current value
$14,441
Previous $31,000 54.84%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 14, 2024

SELL
$70.62 - $73.18 $16,595 - $17,197
-235 Reduced 54.02%
200 $14,000
Q4 2023

Mar 07, 2024

BUY
$64.68 - $72.47 $28,135 - $31,524
435 New
435 $31,000
Q4 2022

Feb 14, 2023

BUY
$63.68 - $67.01 $35,660 - $37,525
560 New
560 $36,000

Others Institutions Holding CWB

About SPDR BLOOMBERG CONVERTIBLE SEC


  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
Track This Portfolio

Track Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, 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 Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.