Vertex Planning Partners, LLC Spdr Bloomberg Convertible Sec Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,268 shares of CWB stock, worth $200,695. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,268
Holding current value
$200,695
% of portfolio
0.04%

Shares

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

Nov 18, 2025
BUY
$82.29 - $90.77 $186,633 - $205,866
2,268 New
2,268 $205 Million
Q4 2024

Feb 12, 2025
BUY
$76.21 - $82.24 $40,010 - $43,176
525 Added 18.86%
3,309 $258 Million
Q3 2024

Nov 07, 2024
SELL
$71.19 - $76.59 $11,248 - $12,101
-158 Reduced 5.37%
2,784 $213 Million
Q2 2024

Aug 13, 2024
BUY
$69.6 - $72.8 $11,275 - $11,793
162 Added 5.83%
2,942 $212 Million
Q1 2024

May 13, 2024
BUY
$70.62 - $73.18 $196,323 - $203,440
2,780 New
2,780 $203 Million

Others Institutions Holding CWB

# of Institutions
564
Shares Held
38.2M
Call Options Held
9.1K
Put Options Held
67.9K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

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