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

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

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 205,107 shares of CWB stock, worth $16.9 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
205,107
Previous 143,328 43.1%
Holding current value
$16.9 Million
Previous $11 Million 53.76%
% of portfolio
0.03%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$71.86 - $82.66 $4.44 Million - $5.11 Million
61,779 Added 43.1%
205,107 $17 Million
Q1 2025

Apr 16, 2025
SELL
$75.99 - $81.58 $5.9 Million - $6.33 Million
-77,638 Reduced 35.14%
143,328 $11 Million
Q4 2024

Mar 17, 2025
SELL
$76.21 - $82.24 $70,189 - $75,743
-921 Reduced 0.42%
220,966 $17.2 Million
Q4 2024

Jan 10, 2025
BUY
$76.21 - $82.24 $76 - $82
1 Added 0.0%
221,887 $17.3 Million
Q3 2024

Oct 23, 2024
BUY
$71.19 - $76.59 $263,189 - $283,153
3,697 Added 1.69%
221,886 $17 Million
Q2 2024

Jul 16, 2024
BUY
$69.6 - $72.8 $6.53 Million - $6.83 Million
93,832 Added 75.45%
218,189 $15.7 Million
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
523
Shares Held
35.1M
Call Options Held
3.1K
Put Options Held
868K
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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