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 $423,158. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,458
Previous 7,142 23.58%
Holding current value
$423,158
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
546
Shares Held
36.9M
Call Options Held
700
Put Options Held
900
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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