Vertex Planning Partners, LLC Spdr Bloomberg Convertible Sec Transaction History

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,784 shares of CWB stock, worth $224,000. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,784
Previous 2,942 5.37%
Holding current value
$224,000
Previous $212 Million 0.59%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$71.19 - $76.59 $11,248 - $12,101
-158 Reduced 5.37%
2,784 $213 Million
Q2 2024

Aug 13, 2024
BUY
$69.6 - $72.8 $11,275 - $11,793
162 Added 5.83%
2,942 $212 Million
Q1 2024

May 13, 2024
BUY
$70.62 - $73.18 $196,323 - $203,440
2,780 New
2,780 $203 Million

Others Institutions Holding CWB

# of Institutions
526
Shares Held
33.8M
Call Options Held
1.3K
Put Options Held
200
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

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  • Ticker CWB
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