Optivise Advisory Services LLC Spdr Bloomberg Convertible Sec Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

A detailed history of Optivise Advisory Services LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Optivise Advisory Services LLC holds 47,168 shares of CWB stock, worth $4.02 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
47,168
Previous 73,212 35.57%
Holding current value
$4.02 Million
Previous $5.7 Billion 36.62%
% of portfolio
2.03%
Previous 3.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
SELL
$75.99 - $81.58 $1.98 Million - $2.12 Million
-26,044 Reduced 35.57%
47,168 $3.61 Billion
Q4 2024

Feb 13, 2025
BUY
$76.21 - $82.24 $5.58 Million - $6.02 Million
73,212 New
73,212 $5.7 Billion

Others Institutions Holding CWB

# of Institutions
520
Shares Held
35M
Call Options Held
3.1K
Put Options Held
868K
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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