Atticus Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Atticus Wealth Management, LLC

  • $281 Million
  • Q1 2025

A detailed history of Atticus Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 752 shares of CWB stock, worth $56,460. This represents 0.02% of its overall portfolio holdings.

Number of Shares
752
Previous 750 0.27%
Holding current value
$56,460
Previous $58,000 1.72%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$75.99 - $81.58 $151 - $163
2 Added 0.27%
752 $57,000
Q4 2024

Jan 22, 2025
BUY
$76.21 - $82.24 $457 - $493
6 Added 0.81%
750 $58,000
Q3 2024

Oct 15, 2024
BUY
$71.19 - $76.59 $52,965 - $56,982
744 New
744 $56,000

Others Institutions Holding CWB

# of Institutions
555
Shares Held
38.6M
Call Options Held
700
Put Options Held
900
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 Atticus Wealth Management, LLC Portfolio

Follow Atticus Wealth Management, LLC 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 Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email