Ccg Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Ccg Wealth Management, LLC

  • $211 Million
  • Q3 2025

A detailed history of Ccg Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 3,370 shares of CWB stock, worth $298,211. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,370
Previous 3,370 -0.0%
Holding current value
$298,211
Previous $278,000 9.35%
% of portfolio
0.14%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$70.62 - $73.18 $918 - $951
-13 Reduced 0.38%
3,370 $246,000
Q3 2021

Oct 26, 2021
BUY
$83.71 - $88.67 $837 - $886
10 Added 0.3%
3,383 $289,000
Q2 2021

Jul 16, 2021
BUY
$79.92 - $87.25 $269,570 - $294,294
3,373 New
3,373 $293,000

Others Institutions Holding CWB

# of Institutions
564
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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