A detailed history of Founders Financial Alliance, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 157 shares of CWB stock, worth $13,892. This represents 0.0% of its overall portfolio holdings.

Number of Shares
157
Previous 92 70.65%
Holding current value
$13,892
Previous $7,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2025

BUY
$82.29 - $90.77 $5,348 - $5,900
65 Added 70.65%
157 $14,000
Q2 2025

Aug 12, 2025

SELL
$71.86 - $82.66 $287 - $330
-4 Reduced 4.17%
92 $7,000
Q4 2024

Feb 07, 2025

BUY
$76.21 - $82.24 $76 - $82
1 Added 1.05%
96 $7,000
Q3 2020

Nov 13, 2020

BUY
$60.93 - $71.38 $5,788 - $6,781
95 New
95 $7,000

Others Institutions Holding CWB

About SPDR BLOOMBERG CONVERTIBLE SEC


  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
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