Long View Wealth Management Spdr Bloomberg Convertible Sec Transaction History

Long View Wealth Management

  • $328 Billion
  • Q4 2024

A detailed history of Long View Wealth Management transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Long View Wealth Management holds 5,678 shares of CWB stock, worth $455,773. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,678
Previous 5,646 0.57%
Holding current value
$455,773
Previous $432 Million 2.26%
% of portfolio
0.13%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$76.21 - $82.24 $2,438 - $2,631
32 Added 0.57%
5,678 $442 Million
Q3 2024

Oct 09, 2024
SELL
$71.19 - $76.59 $34,313 - $36,916
-482 Reduced 7.87%
5,646 $432 Million
Q2 2024

Jul 22, 2024
BUY
$69.6 - $72.8 $1,461 - $1,528
21 Added 0.34%
6,128 $442 Million
Q1 2024

Apr 16, 2024
BUY
$70.62 - $73.18 $918 - $951
13 Added 0.21%
6,107 $446 Million
Q4 2023

Jan 10, 2024
BUY
$64.68 - $72.47 $394,159 - $441,632
6,094 New
6,094 $433 Million

Others Institutions Holding CWB

# of Institutions
519
Shares Held
31.9M
Call Options Held
1.3K
Put Options Held
200
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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