Kingswood Wealth Advisors, LLC Spdr Bloomberg Convertible Sec Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 18,964 shares of CWB stock, worth $1.46 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
18,964
Previous 16,071 18.0%
Holding current value
$1.46 Million
Previous $1.23 Billion 20.0%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Jan 22, 2025
BUY
$76.21 - $82.24 $220,475 - $237,920
2,893 Added 18.0%
18,964 $1.48 Billion
Q3 2024

Oct 21, 2024
BUY
$71.19 - $76.59 $261,053 - $280,855
3,667 Added 29.56%
16,071 $1.23 Billion
Q2 2024

Jul 09, 2024
BUY
$69.6 - $72.8 $425,186 - $444,735
6,109 Added 97.05%
12,404 $894 Million
Q1 2024

Apr 15, 2024
BUY
$70.62 - $73.18 $444,552 - $460,668
6,295 New
6,295 $460 Million
Q2 2023

Aug 09, 2023
BUY
$65.49 - $69.95 $412,259 - $440,335
6,295 New
6,295 $440 Million

Others Institutions Holding CWB

# of Institutions
559
Shares Held
39.1M
Call Options Held
700
Put Options Held
900
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
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