Instrumental Wealth, LLC Spdr Bloomberg Convertible Sec Transaction History

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Instrumental Wealth, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Instrumental Wealth, LLC holds 3,082 shares of CWB stock, worth $272,726. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,082
Holding current value
$272,726
% of portfolio
0.2%

Shares

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

Oct 31, 2025
BUY
$82.29 - $90.77 $253,617 - $279,753
3,082 New
3,082 $285 Million
Q2 2023

Jul 13, 2023
BUY
$65.49 - $69.95 $851 - $909
13 Added 0.4%
3,277 $232 Million
Q1 2023

May 04, 2023
BUY
$64.11 - $69.54 $209,255 - $226,978
3,264 New
3,264 $214 Million

Others Institutions Holding CWB

# of Institutions
564
Shares Held
38.2M
Call Options Held
9.1K
Put Options Held
67.9K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
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