Wealth Enhancement Advisory Services, LLC Spdr Bloomberg Convertible Sec Transaction History

Wealth Enhancement Advisory Services, LLC

  • $37 Billion
  • Q1 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 124,357 shares of CWB stock, worth $8.96 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
124,357
Previous 155,409 19.98%
Holding current value
$8.96 Million
Previous $11.2 Million 18.99%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$70.62 - $73.18 $2.19 Million - $2.27 Million
-31,052 Reduced 19.98%
124,357 $9.08 Million
Q4 2023

Jan 30, 2024
SELL
$64.68 - $72.47 $9.32 Million - $10.4 Million
-144,064 Reduced 48.11%
155,409 $11.2 Million
Q3 2023

Nov 13, 2023
BUY
$67.56 - $71.9 $20.2 Million - $21.5 Million
299,473 New
299,473 $20.3 Million

Others Institutions Holding CWB

# of Institutions
501
Shares Held
31.8M
Call Options Held
16.4K
Put Options Held
9.8K
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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