Alliance Wealth Advisors, LLC /Ut Spdr Bloomberg Convertible Sec Transaction History

Alliance Wealth Advisors, LLC /Ut

$388 Billion
Q4 2024

A detailed history of Alliance Wealth Advisors, LLC /Ut transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Alliance Wealth Advisors, LLC /Ut holds 38,178 shares of CWB stock, worth $2.94 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

38,178

Previous 46,862 18.53%

Holding current value

$2.94 Million

Previous $3.59 Billion 17.15%

% of portfolio

0.77%

Previous 0.94%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$76.21 - $82.24 $661,807 - $714,172	-8,684 Reduced 18.53%	38,178 $2.97 Billion
Q3 2024 Nov 08, 2024	BUY	$71.19 - $76.59 $3.34 Million - $3.59 Million	46,862 New	46,862 $3.59 Billion
Q3 2023 Nov 09, 2023	BUY	$67.56 - $71.9 $19,997 - $21,282	296 Added 0.48%	61,481 $4.17 Billion
Q2 2023 Aug 11, 2023	BUY	$65.49 - $69.95 $4.01 Million - $4.28 Million	61,185 New	61,185 $4.28 Billion
Q4 2022 Feb 08, 2023	BUY	$62.9 - $67.01 $3.98 Million - $4.24 Million	63,330 New	63,330 $4.07 Billion

Others Institutions Holding CWB

# of Institutions

559

Shares Held

39.1M

Call Options Held

700

Put Options Held

900

View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

Ticker CWB
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Alliance Wealth Advisors, LLC /Ut Spdr Bloomberg Convertible Sec Transaction History