Atria Wealth Solutions, Inc. Spdr Bloomberg Convertible Sec Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 39,449 shares of CWB stock, worth $3.49 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
39,449
Previous 119,261 66.92%
Holding current value
$3.49 Million
Previous $9.14 Million 64.32%
% of portfolio
0.08%
Previous 0.12%

Shares

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

Jul 25, 2025
SELL
$71.86 - $82.66 $5.74 Million - $6.6 Million
-79,812 Reduced 66.92%
39,449 $3.26 Million
Q1 2025

May 09, 2025
SELL
$75.99 - $81.58 $1.94 Million - $2.08 Million
-25,545 Reduced 17.64%
119,261 $9.14 Million
Q4 2024

Jan 31, 2025
BUY
$76.21 - $82.24 $7.82 Million - $8.44 Million
102,652 Added 243.52%
144,806 $11.3 Million
Q3 2024

Nov 08, 2024
BUY
$71.19 - $76.59 $320,355 - $344,655
4,500 Added 11.95%
42,154 $3.23 Million
Q2 2024

Jul 22, 2024
BUY
$69.6 - $72.8 $40,507 - $42,369
582 Added 1.57%
37,654 $2.71 Million
Q1 2024

May 13, 2024
SELL
$70.62 - $73.18 $108,542 - $112,477
-1,537 Reduced 3.98%
37,072 $2.71 Million
Q4 2023

Feb 02, 2024
SELL
$64.68 - $72.47 $6.63 Million - $7.43 Million
-102,460 Reduced 72.63%
38,609 $2.79 Million
Q3 2023

Nov 08, 2023
SELL
$67.56 - $71.9 $587,974 - $625,745
-8,703 Reduced 5.81%
141,069 $9.56 Million
Q2 2023

Aug 03, 2023
BUY
$65.49 - $69.95 $5.91 Million - $6.31 Million
90,229 Added 151.54%
149,772 $10.5 Million
Q1 2023

Aug 22, 2023
SELL
$64.11 - $69.54 $6.16 Million - $6.68 Million
-96,055 Reduced 64.13%
53,717 $3.6 Million
Q1 2023

Jun 14, 2023
BUY
$64.11 - $69.54 $373,504 - $405,140
5,826 Added 10.85%
59,543 $3.99 Million
Q1 2023

May 10, 2023
SELL
$64.11 - $69.54 $373,504 - $405,140
-5,826 Reduced 9.78%
53,717 $3.6 Million
Q4 2022

Aug 30, 2023
SELL
$62.9 - $67.01 $5.68 Million - $6.05 Million
-90,229 Reduced 60.24%
59,543 $3.83 Million
Q4 2022

Feb 13, 2023
SELL
$62.9 - $67.01 $337,773 - $359,843
-5,370 Reduced 8.27%
59,543 $3.83 Million
Q3 2022

Feb 13, 2023
BUY
$63.3 - $71.11 $304,789 - $342,394
4,815 Added 8.01%
64,913 $0
Q3 2022

Nov 14, 2022
BUY
$63.3 - $71.11 $2.09 Million - $2.35 Million
33,000 Added 121.78%
60,098 $3.8 Million
Q2 2022

Aug 15, 2022
BUY
$63.06 - $78.0 $249,528 - $308,646
3,957 Added 17.1%
27,098 $1.75 Million
Q1 2022

May 16, 2022
BUY
$71.53 - $82.66 $1.66 Million - $1.91 Million
23,141 New
23,141 $1.78 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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email