Wells Financial Advisors Inc Spdr Bloomberg Convertible Sec Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 2024

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 2,845 shares of CWB stock, worth $227,315. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,845
Previous 2,570 10.7%
Holding current value
$227,315
Previous $185,000 17.3%
% of portfolio
0.3%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
504
Shares Held
30.5M
Call Options Held
1.3K
Put Options Held
200
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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