A detailed history of Elevation Capital Advisory, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 71,135 shares of CWB stock, worth $5.72 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares
71,135
Holding current value
$5.72 Million
% of portfolio
2.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025

BUY
$76.21 - $82.24 $5.42 Million - $5.85 Million
71,135 New
71,135 $5.54 Billion
Q2 2024

Aug 15, 2024

SELL
$69.6 - $72.8 $208,939 - $218,545
-3,002 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$79.92 - $87.25 $239,919 - $261,924
3,002 New
3,002 $260,000

Others Institutions Holding CWB

About SPDR BLOOMBERG CONVERTIBLE SEC


  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
Track This Portfolio

Track Elevation Capital Advisory, LLC Portfolio

Follow Elevation Capital Advisory, 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 Elevation Capital Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevation Capital Advisory, LLC with notifications on news.