Westmount Partners, LLC Spdr Bloomberg Convertible Sec Transaction History

Westmount Partners, LLC

  • $401 Billion
  • Q4 2025

A detailed history of Westmount Partners, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Westmount Partners, LLC holds 2,950 shares of CWB stock, worth $261,045. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,950
Previous 2,940 0.34%
Holding current value
$261,045
Previous $268 Million 1.98%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$88.49 - $93.64 $884 - $936
10 Added 0.34%
2,950 $263 Million
Q3 2025

Oct 14, 2025
BUY
$82.29 - $90.77 $658 - $726
8 Added 0.27%
2,940 $268 Million
Q2 2025

Jul 09, 2025
BUY
$71.86 - $82.66 $646 - $743
9 Added 0.31%
2,932 $242 Million
Q1 2025

May 01, 2025
BUY
$75.99 - $81.58 $455 - $489
6 Added 0.21%
2,923 $224 Million
Q4 2024

Jan 13, 2025
BUY
$76.21 - $82.24 $990 - $1,069
13 Added 0.45%
2,917 $227 Million
Q3 2024

Jan 13, 2025
BUY
$71.19 - $76.59 $206,735 - $222,417
2,904 New
2,904 $222 Million
Q2 2024

Jan 28, 2025
BUY
$69.6 - $72.8 $556 - $582
8 Added 0.28%
2,896 $208 Million
Q1 2024

Jan 28, 2025
BUY
$70.62 - $73.18 $353 - $365
5 Added 0.17%
2,888 $211 Million
Q4 2023

Jan 28, 2025
BUY
$64.68 - $72.47 $186,472 - $208,931
2,883 New
2,883 $208 Million
Q3 2023

Jan 28, 2025
SELL
$67.56 - $71.9 $193,221 - $205,634
-2,860 Closed
0 $0
Q2 2023

Jan 28, 2025
SELL
$65.49 - $69.95 $3,732 - $3,987
-57 Reduced 1.95%
2,860 $200 Million

Others Institutions Holding CWB

# of Institutions
562
Shares Held
37.7M
Call Options Held
9.1K
Put Options Held
67.9K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

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  • Ticker CWB
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