M3 Advisory Group, LLC Spdr Bloomberg Convertible Sec Transaction History

M3 Advisory Group, LLC

  • $110 Billion
  • Q1 2024

A detailed history of M3 Advisory Group, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, M3 Advisory Group, LLC holds 9,757 shares of CWB stock, worth $703,089. This represents 0.65% of its overall portfolio holdings.

Number of Shares
9,757
Previous 9,658 1.03%
Holding current value
$703,089
Previous $697 Million 2.28%
% of portfolio
0.65%
Previous 0.82%

Shares

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

Apr 29, 2024
BUY
$70.62 - $73.18 $6,991 - $7,244
99 Added 1.03%
9,757 $713 Million
Q4 2023

Mar 19, 2024
BUY
$64.68 - $72.47 $624,679 - $699,915
9,658 New
9,658 $697 Million

Others Institutions Holding CWB

# of Institutions
501
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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