Kingswood Wealth Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,295 shares of CWB stock, worth $453,302. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,295
Holding current value
$453,302
% of portfolio
0.05%

Shares

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

Apr 15, 2024
BUY
$70.62 - $73.18 $444,552 - $460,668
6,295 New
6,295 $460 Million
Q2 2023

Aug 09, 2023
BUY
$65.49 - $69.95 $412,259 - $440,335
6,295 New
6,295 $440 Million

Others Institutions Holding CWB

# of Institutions
500
Shares Held
31.8M
Call Options Held
16.4K
Put Options Held
9.8K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

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