Moneywise, Inc. Spdr Bloomberg Convertible Sec Transaction History

Moneywise, Inc.

$193 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	SELL	$67.56 - $71.9 $949,893 - $1.01 Million	-14,060 Reduced 43.92%	17,951 $1.22 Million
Q2 2023 Jul 24, 2023	SELL	$65.49 - $69.95 $944,038 - $1.01 Million	-14,415 Reduced 31.05%	32,011 $2.24 Million
Q1 2023 Apr 21, 2023	BUY	$64.11 - $69.54 $145,401 - $157,716	2,268 Added 5.14%	46,426 $3.11 Million
Q4 2022 Jan 30, 2023	SELL	$62.9 - $67.01 $1.79 Million - $1.91 Million	-28,490 Reduced 39.22%	44,158 $2.84 Million
Q3 2022 Nov 03, 2022	BUY	$63.3 - $71.11 $358,024 - $402,198	5,656 Added 8.44%	72,648 $4.6 Million
Q2 2022 Aug 02, 2022	SELL	$63.06 - $78.0 $171,397 - $212,004	-2,718 Reduced 3.9%	66,992 $4.33 Million
Q1 2022 Apr 20, 2022	BUY	$71.53 - $82.66 $1.83 Million - $2.11 Million	25,522 Added 57.76%	69,710 $5.36 Million
Q4 2021 Jan 12, 2022	BUY	$80.7 - $89.51 $3.17 Million - $3.52 Million	39,336 Added 810.72%	44,188 $3.67 Million
Q3 2021 Oct 12, 2021	BUY	$83.71 - $88.67 $406,160 - $430,226	4,852 New	4,852 $414,000

Others Institutions Holding CWB

# of Institutions

500

Shares Held

30.4M

Call Options Held

1.3K

Put Options Held

200

About SPDR BLOOMBERG CONVERTIBLE SEC

Ticker CWB
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