Sagespring Wealth Partners, LLC Spdr Bloomberg Convertible Sec Transaction History

Sagespring Wealth Partners, LLC

  • $3.96 Trillion
  • Q1 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 5,458 shares of CWB stock, worth $449,902. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,458
Previous 7,142 23.58%
Holding current value
$449,902
Previous $556 Million 24.82%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
526
Shares Held
35M
Call Options Held
3.1K
Put Options Held
868K
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 Sagespring Wealth Partners, LLC Portfolio

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

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email