Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023

BUY
$67.56 - $71.9 $385,092 - $409,830
5,700 New
5,700 $386,000
Q2 2022

Jul 22, 2022

SELL
N/A
-2,992 Closed
0 $0
Q3 2021

Oct 27, 2021

BUY
N/A
236 Added 8.56%
2,992 $255,000
Q4 2020

Feb 25, 2021

BUY
N/A
2,756 New
2,756 $253,000
Q4 2018

Feb 12, 2019

SELL
N/A
-2,100 Closed
0 $0
Q3 2018

Oct 25, 2018

BUY
N/A
2,100 New
2,100 $104,000

Others Institutions Holding CWB

About SPDR BLOOMBERG CONVERTIBLE SEC


  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
Track This Portfolio

Track Patton Albertson Miller Group, LLC Portfolio

Follow Patton Albertson Miller Group, 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 Patton Albertson Miller Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patton Albertson Miller Group, LLC with notifications on news.