Phillips Financial Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Phillips Financial Management, LLC holds 814 shares of CWB stock, worth $75,246. This represents 0.01% of its overall portfolio holdings.

Number of Shares
814
Previous 1,493 45.48%
Holding current value
$75,246
Previous $123,000 40.65%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2025
SELL
$82.29 - $90.77 $55,874 - $61,632
-679 Reduced 45.48%
814 $73,000
Q2 2025

Jul 30, 2025
BUY
$71.86 - $82.66 $107,286 - $123,411
1,493 New
1,493 $123,000

Others Institutions Holding CWB

# of Institutions
540
Shares Held
35M
Call Options Held
7.9K
Put Options Held
76.6K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, 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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email