Modern Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$71.86 - $82.66 $244,970 - $281,787
3,409 New
3,409 $281,000
Q2 2024

May 29, 2025
BUY
$69.6 - $72.8 $246,662 - $258,003
3,544 New
3,544 $255 Million
Q1 2024

May 28, 2025
BUY
$70.62 - $73.18 $252,890 - $262,057
3,581 New
3,581 $262 Million
Q1 2024

May 13, 2024
BUY
$70.62 - $73.18 $250,277 - $259,349
3,544 New
3,544 $253 Million

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

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