Vertex Planning Partners, LLC Spdr Bloomberg Convertible Sec Transaction History

Vertex Planning Partners, LLC

  • $385 Billion
  • Q2 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 2,942 shares of CWB stock, worth $225,474. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,942
Previous 2,780 5.83%
Holding current value
$225,474
Previous $203 Million 4.42%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
486
Shares Held
29.8M
Call Options Held
4.9K
Put Options Held
11K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
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More about CWB
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