Wells Financial Advisors Inc Spdr Bloomberg Convertible Sec Transaction History

Wells Financial Advisors Inc

  • $71.4 Million
  • Q2 2025

A detailed history of Wells Financial Advisors Inc transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Wells Financial Advisors Inc holds 2,570 shares of CWB stock, worth $219,349. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,570
Previous 2,570 -0.0%
Holding current value
$219,349
Previous $196,000 8.16%
% of portfolio
0.3%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$76.21 - $82.24 $20,957 - $22,616
-275 Reduced 9.67%
2,570 $200,000
Q3 2024

Nov 13, 2024
BUY
$71.19 - $76.59 $19,577 - $21,062
275 Added 10.7%
2,845 $217,000
Q4 2020

Feb 11, 2021
BUY
$68.91 - $83.03 $177,098 - $213,387
2,570 New
2,570 $213,000

Others Institutions Holding CWB

# of Institutions
520
Shares Held
34.9M
Call Options Held
3.1K
Put Options Held
868K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

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  • Ticker CWB
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