ASSETMARK, INC CWB Holdings History
ASSETMARK, INC's SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2025-03-31, ASSETMARK, INC held 10,417.00 shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $798,150.00. This investment constitutes 0% of their stock portfolio, and ASSETMARK, INC now holds 0.02% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2014Q1. And since then ASSETMARK, INC has made 14 purchases of CWB, at an average price of $66.74, for a total of 12.12 Mil shares. In addition, there have been 15 sales at an average price of $70.77 for 12.11 Mil shares. Based on historical transaction data and CWB's current price of $83.82, ASSETMARK, INC's estimated gain on his CWB holdings is $49.00 Mil, reflecting a 6.06% gain to date.
ASSETMARK, INC CWB ($83.82) Holding Chart
ASSETMARK, INC CWB ($83.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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