Kingswood Wealth Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 13,548 shares of CWB stock, worth $1.2 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,548

Previous 13,224 2.45%

Holding current value

$1.2 Million

Previous $1.2 Billion 0.98%

% of portfolio

0.06%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$88.49 - $93.64 $28,670 - $30,339	324 Added 2.45%	13,548 $1.21 Billion
Q3 2025 Oct 23, 2025	BUY	$82.29 - $90.77 $65,091 - $71,799	791 Added 6.36%	13,224 $1.2 Billion
Q2 2025 Jul 23, 2025	SELL	$71.86 - $82.66 $1.24 Million - $1.43 Million	-17,321 Reduced 58.21%	12,433 $1.03 Billion
Q1 2025 Jul 25, 2025	SELL	$75.99 - $81.58 $4,863 - $5,221	-64 Reduced 0.51%	12,369 $949 Million
Q1 2025 Apr 21, 2025	BUY	$75.99 - $81.58 $819,932 - $880,248	10,790 Added 56.9%	29,754 $2.28 Billion

Q4 2024 Jan 22, 2025	BUY	$76.21 - $82.24 $220,475 - $237,920	2,893 Added 18.0%	18,964 $1.48 Billion
Q3 2024 Oct 21, 2024	BUY	$71.19 - $76.59 $261,053 - $280,855	3,667 Added 29.56%	16,071 $1.23 Billion
Q2 2024 Jul 09, 2024	BUY	$69.6 - $72.8 $425,186 - $444,735	6,109 Added 97.05%	12,404 $894 Million
Q1 2024 Apr 15, 2024	BUY	$70.62 - $73.18 $444,552 - $460,668	6,295 New	6,295 $460 Million
Q2 2023 Aug 09, 2023	BUY	$65.49 - $69.95 $412,259 - $440,335	6,295 New	6,295 $440 Million

Others Institutions Holding CWB

# of Institutions

560

Shares Held

37.4M

Call Options Held

9.1K

Put Options Held

67.9K

View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

Ticker CWB
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Kingswood Wealth Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History