Diversify Wealth Management, LLC Spdr Bloomberg Convertible Sec Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 3,780 shares of CWB stock, worth $334,492. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,780
Previous 4,030 6.2%
Holding current value
$334,492
Previous $344 Million 2.61%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 10, 2025
SELL
$82.29 - $90.77 $20,572 - $22,692
-250 Reduced 6.2%
3,780 $353 Million
Q2 2025

Aug 14, 2025
BUY
$71.86 - $82.66 $289,595 - $333,119
4,030 New
4,030 $344 Million
Q4 2024

Jan 16, 2025
SELL
$76.21 - $82.24 $46,792 - $50,495
-614 Reduced 11.71%
4,629 $360 Million
Q3 2024

Oct 25, 2024
BUY
$71.19 - $76.59 $373,249 - $401,561
5,243 New
5,243 $404 Million

Others Institutions Holding CWB

# of Institutions
565
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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email