Portland Financial Advisors Inc Spdr Bloomberg Convertible Sec Transaction History

Portland Financial Advisors Inc

  • $41.7 Billion
  • Q2 2025

A detailed history of Portland Financial Advisors Inc transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Portland Financial Advisors Inc holds 8,929 shares of CWB stock, worth $827,986. This represents 1.77% of its overall portfolio holdings.

Number of Shares
8,929
Previous 9,104 1.92%
Holding current value
$827,986
Previous $698 Million 5.81%
% of portfolio
1.77%
Previous 1.78%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$71.86 - $82.66 $12,575 - $14,465
-175 Reduced 1.92%
8,929 $738 Million
Q1 2025

May 08, 2025
BUY
$75.99 - $81.58 $54,940 - $58,982
723 Added 8.63%
9,104 $698 Million
Q4 2024

Feb 04, 2025
BUY
$76.21 - $82.24 $638,716 - $689,253
8,381 New
8,381 $653 Million

Others Institutions Holding CWB

# of Institutions
532
Shares Held
34.4M
Call Options Held
7.9K
Put Options Held
76.6K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

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