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

Key Client Fiduciary Advisors, LLC

  • $242 Million
  • Q3 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 $229,251. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,480
Previous 2,480 -0.0%
Holding current value
$229,251
Previous $204,000 9.8%
% of portfolio
0.09%
Previous 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
540
Shares Held
35M
Call Options Held
7.9K
Put Options Held
76.6K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
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More about CWB
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