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 2,784 shares of CWB stock, worth $219,657. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,784
Previous 2,942 5.37%
Holding current value
$219,657
Previous $212 Million 0.59%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR BLOOMBERG CONVERTIBLE SEC


  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
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