Personal Cfo Solutions, LLC Spdr Bloomberg Convertible Sec Transaction History

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 4,270 shares of CWB stock, worth $377,852. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,270
Holding current value
$377,852
% of portfolio
0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$82.29 - $90.77 $351,378 - $387,587
4,270 New
4,270 $386,000
Q4 2024

Feb 07, 2025
SELL
$76.21 - $82.24 $8,306 - $8,964
-109 Reduced 2.51%
4,225 $329,000
Q3 2024

Nov 14, 2024
BUY
$71.19 - $76.59 $308,537 - $331,941
4,334 New
4,334 $331,000
Q3 2023

Nov 13, 2023
SELL
$67.56 - $71.9 $116,743 - $124,243
-1,728 Reduced 14.24%
10,408 $705,000
Q2 2023

Aug 10, 2023
BUY
$65.49 - $69.95 $794,786 - $848,913
12,136 New
12,136 $848,000
Q4 2022

Feb 14, 2023
BUY
$62.9 - $67.01 $52,773 - $56,221
839 Added 6.89%
13,009 $836,000
Q3 2022

Nov 01, 2022
BUY
$63.3 - $71.11 $770,361 - $865,408
12,170 New
12,170 $770,000
Q4 2021

Feb 11, 2022
SELL
$80.7 - $89.51 $523,743 - $580,919
-6,490 Closed
0 $0
Q3 2021

Nov 18, 2021
BUY
$83.71 - $88.67 $105,474 - $111,724
1,260 Added 24.09%
6,490 $554,000
Q2 2021

Jul 22, 2021
BUY
$79.92 - $87.25 $206,832 - $225,803
2,588 Added 97.96%
5,230 $454,000
Q1 2021

Apr 21, 2021
BUY
$81.26 - $92.2 $214,688 - $243,592
2,642 New
2,642 $220,000

Others Institutions Holding CWB

# of Institutions
565
Shares Held
38.2M
Call Options Held
9.1K
Put Options Held
67.9K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
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More about CWB
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