Liberty Square Wealth Partners LLC Spdr Bloomberg Convertible Sec Transaction History

Liberty Square Wealth Partners LLC

  • $324 Billion
  • Q3 2025

A detailed history of Liberty Square Wealth Partners LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 2,752 shares of CWB stock, worth $243,524. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,752
Previous 2,873 4.21%
Holding current value
$243,524
Previous $237 Million 4.87%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 06, 2025
SELL
$82.29 - $90.77 $9,957 - $10,983
-121 Reduced 4.21%
2,752 $249 Million
Q2 2025

Jul 29, 2025
SELL
$71.86 - $82.66 $45,415 - $52,241
-632 Reduced 18.03%
2,873 $237 Million
Q1 2025

Apr 29, 2025
SELL
$75.99 - $81.58 $9,194 - $9,871
-121 Reduced 3.34%
3,505 $269 Million
Q4 2024

Feb 24, 2025
BUY
$76.21 - $82.24 $276,337 - $298,202
3,626 New
3,626 $295 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

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