Sagespring Wealth Partners, LLC Spdr Bloomberg Convertible Sec Transaction History

Sagespring Wealth Partners, LLC

  • $4.64 Trillion
  • Q2 2025

A detailed history of Sagespring Wealth Partners, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 5,493 shares of CWB stock, worth $499,313. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,493
Previous 5,458 0.64%
Holding current value
$499,313
Previous $418 Million 8.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 28, 2025
BUY
$71.86 - $82.66 $2,515 - $2,893
35 Added 0.64%
5,493 $454 Million
Q1 2025

Apr 17, 2025
SELL
$75.99 - $81.58 $127,967 - $137,380
-1,684 Reduced 23.58%
5,458 $418 Million
Q4 2024

Feb 13, 2025
BUY
$76.21 - $82.24 $544,291 - $587,358
7,142 New
7,142 $556 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

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
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