Horst & Graben Wealth Management LLC Spdr Bloomberg Convertible Sec Transaction History

Horst & Graben Wealth Management LLC

  • $542 Million
  • Q4 2024

A detailed history of Horst & Graben Wealth Management LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 10,733 shares of CWB stock, worth $805,833. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,733
Previous 8,344 28.63%
Holding current value
$805,833
Previous $639,000 30.67%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Jan 24, 2025
BUY
$76.21 - $82.24 $182,065 - $196,471
2,389 Added 28.63%
10,733 $835,000
Q3 2024

Oct 21, 2024
BUY
$71.19 - $76.59 $9,112 - $9,803
128 Added 1.56%
8,344 $639,000
Q2 2024

Jul 23, 2024
SELL
$69.6 - $72.8 $3,897 - $4,076
-56 Reduced 0.68%
8,216 $592,000
Q1 2024

Apr 22, 2024
BUY
$70.62 - $73.18 $584,168 - $605,344
8,272 New
8,272 $604,000

Others Institutions Holding CWB

# of Institutions
551
Shares Held
38.3M
Call Options Held
700
Put Options Held
900
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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