Financial & Tax Architects, LLC Spdr Bloomberg Convertible Sec Transaction History

Financial & Tax Architects, LLC

  • $453 Billion
  • Q3 2025

A detailed history of Financial & Tax Architects, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 112,987 shares of CWB stock, worth $10 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
112,987
Previous 122,431 7.71%
Holding current value
$10 Million
Previous $10.1 Billion 1.04%
% of portfolio
2.26%
Previous 2.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$82.29 - $90.77 $777,146 - $857,231
-9,444 Reduced 7.71%
112,987 $10.2 Billion
Q2 2025

Aug 13, 2025
BUY
$71.86 - $82.66 $126,473 - $145,481
1,760 Added 1.46%
122,431 $10.1 Billion
Q1 2025

May 06, 2025
BUY
$75.99 - $81.58 $252,894 - $271,498
3,328 Added 2.84%
120,671 $9.25 Billion
Q4 2024

Jan 15, 2025
BUY
$76.21 - $82.24 $8.94 Million - $9.65 Million
117,343 New
117,343 $9.14 Billion

Others Institutions Holding CWB

# of Institutions
562
Shares Held
38.2M
Call Options Held
9.1K
Put Options Held
67.9K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

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