Key Client Fiduciary Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History

Key Client Fiduciary Advisors, LLC

  • $218 Million
  • Q2 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 2,480 shares of CWB stock, worth $208,989. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,480
Holding current value
$208,989
% of portfolio
0.09%

Shares

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

Jul 09, 2025
BUY
$71.86 - $82.66 $178,212 - $204,996
2,480 New
2,480 $204,000
Q1 2022

Apr 18, 2022
SELL
$71.53 - $82.66 $177,394 - $204,996
-2,480 Closed
0 $0
Q4 2021

Mar 01, 2022
BUY
$80.7 - $89.51 $200,136 - $221,984
2,480 New
2,480 $206,000

Others Institutions Holding CWB

# of Institutions
526
Shares Held
34.9M
Call Options Held
3.1K
Put Options Held
868K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
Track This Portfolio

Track Key Client Fiduciary Advisors, LLC Portfolio

Follow Key Client Fiduciary Advisors, 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 Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email