Soa Wealth Advisors, Llc. Spdr Bloomberg Convertible Sec Transaction History

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 533 shares of CWB stock, worth $49,270. This represents 0.0% of its overall portfolio holdings.

Number of Shares
533
Previous 531 0.38%
Holding current value
$49,270
Previous $43,000 11.63%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2025
BUY
$82.29 - $90.77 $164 - $181
2 Added 0.38%
533 $48,000
Q2 2025

Jul 18, 2025
BUY
$71.86 - $82.66 $215 - $247
3 Added 0.57%
531 $43,000
Q1 2025

Apr 14, 2025
BUY
$75.99 - $81.58 $151 - $163
2 Added 0.38%
528 $40,000
Q4 2024

Jan 28, 2025
BUY
$76.21 - $82.24 $228 - $246
3 Added 0.57%
526 $40,000
Q3 2024

Oct 08, 2024
BUY
$71.19 - $76.59 $213 - $229
3 Added 0.58%
523 $40,000
Q2 2024

Jul 17, 2024
BUY
$69.6 - $72.8 $139 - $145
2 Added 0.39%
520 $37,000
Q1 2024

Apr 10, 2024
BUY
$70.62 - $73.18 $141 - $146
2 Added 0.39%
518 $37,000
Q4 2023

Jan 10, 2024
BUY
$64.68 - $72.47 $258 - $289
4 Added 0.78%
516 $37,000
Q3 2023

Oct 10, 2023
BUY
$67.56 - $71.9 $135 - $143
2 Added 0.39%
512 $34,000
Q2 2023

Jul 07, 2023
BUY
$65.49 - $69.95 $196 - $209
3 Added 0.59%
510 $35,000
Q1 2023

Apr 28, 2023
BUY
$64.11 - $69.54 $64 - $69
1 Added 0.2%
507 $34,000
Q4 2022

Jan 10, 2023
BUY
$62.9 - $67.01 $377 - $402
6 Added 1.2%
506 $0
Q3 2022

Oct 07, 2022
BUY
$63.3 - $71.11 $126 - $142
2 Added 0.4%
500 $31,000
Q2 2022

Jul 13, 2022
BUY
$63.06 - $78.0 $126 - $156
2 Added 0.4%
498 $32,000
Q1 2022

Apr 07, 2022
BUY
$71.53 - $82.66 $71 - $82
1 Added 0.2%
496 $38,000
Q4 2021

Jan 13, 2022
BUY
$80.7 - $89.51 $484 - $537
6 Added 1.23%
495 $41,000
Q3 2021

Oct 12, 2021
BUY
$83.71 - $88.67 $83 - $88
1 Added 0.2%
489 $41,000
Q1 2021

Apr 26, 2021
BUY
$81.26 - $92.2 $81 - $92
1 Added 0.21%
488 $40,000
Q4 2020

Mar 10, 2021
BUY
$68.91 - $83.03 $33,559 - $40,435
487 New
487 $44,000

Others Institutions Holding CWB

# of Institutions
540
Shares Held
35M
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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