Diversify Advisory Services, LLC Spdr Bloomberg Convertible Sec Transaction History

Diversify Advisory Services, LLC

  • $3.16 Trillion
  • Q4 2025

A detailed history of Diversify Advisory Services, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 2,180 shares of CWB stock, worth $192,908. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,180
Previous 2,190 0.46%
Holding current value
$192,908
Previous $204 Million 0.18%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
SELL
$88.49 - $93.64 $884 - $936
-10 Reduced 0.46%
2,180 $205 Million
Q3 2025

Nov 12, 2025
SELL
$82.29 - $90.77 $27,896 - $30,771
-339 Reduced 13.4%
2,190 $204 Million
Q2 2025

Aug 14, 2025
BUY
$71.86 - $82.66 $181,733 - $209,047
2,529 New
2,529 $216 Million

Others Institutions Holding CWB

# of Institutions
560
Shares Held
37.4M
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
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More about CWB
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