Vertex Planning Partners, LLC Spdr Bloomberg Convertible Sec Transaction History

Vertex Planning Partners, LLC

  • $453 Billion
  • Q4 2024

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 3,309 shares of CWB stock, worth $261,874. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,309
Previous 2,784 18.86%
Holding current value
$261,874
Previous $213 Million 20.88%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
557
Shares Held
39.1M
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
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning 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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email