West Wealth Group, LLC Spdr Bloomberg Convertible Sec Transaction History

West Wealth Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of West Wealth Group, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, West Wealth Group, LLC holds 3,542 shares of CWB stock, worth $255,767. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,542
Previous 5,091 30.43%
Holding current value
$255,767
Previous $367,000 29.7%
% of portfolio
0.1%
Previous 0.14%

Shares

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

May 08, 2024
SELL
$70.62 - $73.18 $109,390 - $113,355
-1,549 Reduced 30.43%
3,542 $258,000
Q4 2023

Jan 18, 2024
SELL
$64.68 - $72.47 $127,678 - $143,055
-1,974 Reduced 27.94%
5,091 $367,000
Q3 2023

Oct 06, 2023
SELL
$67.56 - $71.9 $35,739 - $38,035
-529 Reduced 6.97%
7,065 $479,000
Q2 2023

Jul 26, 2023
BUY
$65.49 - $69.95 $288,221 - $307,849
4,401 Added 137.83%
7,594 $531,000
Q1 2023

Apr 06, 2023
BUY
$64.11 - $69.54 $204,703 - $222,041
3,193 New
3,193 $214,000

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
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