Liberty Square Wealth Partners LLC Spdr Bloomberg Convertible Sec Transaction History

Liberty Square Wealth Partners LLC

  • $289 Billion
  • Q2 2025

A detailed history of Liberty Square Wealth Partners LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 2,873 shares of CWB stock, worth $254,059. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,873
Previous 3,505 18.03%
Holding current value
$254,059
Previous $269 Million 11.57%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Jul 29, 2025
SELL
$71.86 - $82.66 $45,415 - $52,241
-632 Reduced 18.03%
2,873 $237 Million
Q1 2025

Apr 29, 2025
SELL
$75.99 - $81.58 $9,194 - $9,871
-121 Reduced 3.34%
3,505 $269 Million
Q4 2024

Feb 24, 2025
BUY
$76.21 - $82.24 $276,337 - $298,202
3,626 New
3,626 $295 Million

Others Institutions Holding CWB

# of Institutions
533
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
  • Sector ETFs
  • Industry ETFs
More about CWB
Track This Portfolio

Track Liberty Square Wealth Partners LLC Portfolio

Follow Liberty Square Wealth Partners 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 Liberty Square Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Square Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email