Client First Investment Management LLC Spdr Bloomberg Convertible Sec Transaction History

Client First Investment Management LLC

  • $196 Billion
  • Q3 2025

A detailed history of Client First Investment Management LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Client First Investment Management LLC holds 6,382 shares of CWB stock, worth $564,743. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,382
Holding current value
$564,743
% of portfolio
0.29%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$82.29 - $90.77 $525,174 - $579,294
6,382 New
6,382 $578 Million

Others Institutions Holding CWB

# of Institutions
561
Shares Held
38.2M
Call Options Held
9.1K
Put Options Held
67.9K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

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