West Wealth Group, LLC Spdr Bloomberg Convertible Sec Transaction History

West Wealth Group, LLC

  • $306 Million
  • Q3 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 2,861 shares of CWB stock, worth $233,343. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,861
Previous 3,493 18.09%
Holding current value
$233,343
Previous $251,000 12.75%
% of portfolio
0.07%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$71.19 - $76.59 $44,992 - $48,404
-632 Reduced 18.09%
2,861 $219,000
Q2 2024

Aug 01, 2024
SELL
$69.6 - $72.8 $3,410 - $3,567
-49 Reduced 1.38%
3,493 $251,000
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
500
Shares Held
30.4M
Call Options Held
1.3K
Put Options Held
200
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
Track This Portfolio

Track West Wealth Group, LLC Portfolio

Follow West Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email