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 $265,969. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,416
Previous 3,590 4.85%
Holding current value
$265,969
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
557
Shares Held
39.1M
Call Options Held
700
Put Options Held
900
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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