Congress Wealth Management LLC Spdr Bloomberg Convertible Sec Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,000 shares of CWB stock, worth $813,199. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,000
Previous 10,000 -0.0%
Holding current value
$813,199
Previous $765,000 1.7%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$69.6 - $72.8 $696,000 - $728,000
10,000 New
10,000 $720,000
Q3 2022

Nov 08, 2022
BUY
$63.3 - $71.11 $126,600 - $142,220
2,000 Added 2.88%
71,451 $4.52 Million
Q2 2022

Aug 11, 2022
BUY
$63.06 - $78.0 $189,180 - $234,000
3,000 Added 4.51%
69,451 $4.48 Million
Q1 2022

May 16, 2022
SELL
$71.53 - $82.66 $286,120 - $330,640
-4,000 Reduced 5.68%
66,451 $5.11 Million
Q4 2021

Feb 04, 2022
BUY
$80.7 - $89.51 $5.69 Million - $6.31 Million
70,451 New
70,451 $5.85 Million

Others Institutions Holding CWB

# of Institutions
546
Shares Held
39M
Call Options Held
1.3K
Put Options Held
200
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 Congress Wealth Management LLC Portfolio

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

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email