Oak Harbor Wealth Partners, LLC Spdr Bloomberg Convertible Sec Transaction History

Oak Harbor Wealth Partners, LLC

  • $317 Million
  • Q2 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 1,500 shares of CWB stock, worth $114,990. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,500
Previous 1,500 -0.0%
Holding current value
$114,990
Previous $109,000 0.92%
% of portfolio
0.03%
Previous 0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 17, 2022
BUY
$80.7 - $89.51 $121,050 - $134,265
1,500 New
1,500 $124,000

Others Institutions Holding CWB

# of Institutions
492
Shares Held
32.1M
Call Options Held
4.9K
Put Options Held
11K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email