Winthrop Advisory Group LLC Spdr Bloomberg Convertible Sec Transaction History

Winthrop Advisory Group LLC

  • $1.03 Billion
  • Q2 2025

A detailed history of Winthrop Advisory Group LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 2,984 shares of CWB stock, worth $271,245. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,984
Previous 2,984 -0.0%
Holding current value
$271,245
Previous $229,000 7.42%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$75.99 - $81.58 $226,754 - $243,434
2,984 New
2,984 $229,000
Q1 2023

Apr 17, 2023
SELL
$64.11 - $69.54 $15,386 - $16,689
-240 Reduced 7.44%
2,984 $200,000
Q4 2021

Jan 12, 2022
BUY
$80.7 - $89.51 $9,684 - $10,741
120 Added 3.87%
3,224 $267,000
Q3 2021

Oct 14, 2021
BUY
$83.71 - $88.67 $10,045 - $10,640
120 Added 4.02%
3,104 $265,000
Q3 2020

Oct 20, 2020
BUY
$60.93 - $71.38 $181,815 - $212,997
2,984 New
2,984 $208,000

Others Institutions Holding CWB

# of Institutions
532
Shares Held
34.4M
Call Options Held
7.9K
Put Options Held
76.6K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

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