Moneta Group Investment Advisors LLC Spdr Bloomberg Convertible Sec Transaction History

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 14, 2021
SELL
$81.26 - $92.2 $209,081 - $237,230
-2,573 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$68.91 - $83.03 $177,305 - $213,636
2,573 New
2,573 $213,000
Q2 2020

Aug 12, 2020
SELL
$45.25 - $60.5 $701,556 - $937,992
-15,504 Closed
0 $0
Q1 2020

May 13, 2020
BUY
$40.96 - $60.38 $635,043 - $936,131
15,504 New
15,504 $742,000
Q2 2018

Aug 14, 2018
SELL
N/A
-775 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
775
775 $39,000

Others Institutions Holding CWB

# of Institutions
499
Shares Held
30.5M
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
  • Industry ETFs
More about CWB
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email