Lifestyle Asset Management, Inc. Spdr Bloomberg Convertible Sec Transaction History

Lifestyle Asset Management, Inc.

  • $184 Billion
  • Q4 2024

A detailed history of Lifestyle Asset Management, Inc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 100,940 shares of CWB stock, worth $7.99 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares
100,940
Holding current value
$7.99 Million
% of portfolio
4.28%

Shares

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

Jan 17, 2025
BUY
$76.21 - $82.24 $7.69 Million - $8.3 Million
100,940 New
100,940 $7.86 Billion
Q3 2023

Oct 05, 2023
SELL
$67.56 - $71.9 $244,229 - $259,918
-3,615 Reduced 2.73%
128,627 $8.72 Billion
Q2 2023

Jul 13, 2023
BUY
$65.49 - $69.95 $8.66 Million - $9.25 Million
132,242 New
132,242 $9.25 Billion

Others Institutions Holding CWB

# of Institutions
555
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
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