Principle Wealth Partners LLC Spdr Bloomberg Convertible Sec Transaction History

Principle Wealth Partners LLC

  • $1.35 Billion
  • Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Principle Wealth Partners LLC holds 3,416 shares of CWB stock, worth $274,202. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,416
Previous 3,590 4.85%
Holding current value
$274,202
Previous $274,000 2.92%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$76.21 - $82.24 $13,260 - $14,309
-174 Reduced 4.85%
3,416 $266,000
Q3 2023

Nov 01, 2023
SELL
$67.56 - $71.9 $36,482 - $38,826
-540 Reduced 13.08%
3,590 $243,000
Q4 2022

Feb 02, 2023
BUY
$62.9 - $67.01 $259,777 - $276,751
4,130 New
4,130 $265,000

Others Institutions Holding CWB

# of Institutions
519
Shares Held
31.9M
Call Options Held
1.3K
Put Options Held
200
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 Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners 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 Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email