Sk Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Sk Wealth Management, LLC

  • $268 Billion
  • Q3 2025

A detailed history of Sk Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Sk Wealth Management, LLC holds 10,063 shares of CWB stock, worth $930,223. This represents 0.35% of its overall portfolio holdings.

Number of Shares
10,063
Previous 10,393 3.18%
Holding current value
$930,223
Previous $867 Million 7.44%
% of portfolio
0.35%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$82.29 - $90.77 $27,155 - $29,954
-330 Reduced 3.18%
10,063 $932 Million
Q2 2025

Jul 10, 2025
SELL
$71.86 - $82.66 $85,225 - $98,034
-1,186 Reduced 10.24%
10,393 $867 Million
Q1 2025

Apr 22, 2025
SELL
$75.99 - $81.58 $5,167 - $5,547
-68 Reduced 0.58%
11,579 $856 Million
Q3 2024

Dec 30, 2024
BUY
$71.19 - $76.59 $829,149 - $892,043
11,647 New
11,647 $917 Million

Others Institutions Holding CWB

# of Institutions
549
Shares Held
35.2M
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
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More about CWB
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