Personal Cfo Solutions, LLC Spdr Bloomberg Convertible Sec Transaction History

Personal Cfo Solutions, LLC

$636 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

486

Shares Held

29.8M

Call Options Held

4.9K

Put Options Held

11K

About SPDR BLOOMBERG CONVERTIBLE SEC

Ticker CWB
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