Anderson Financial Strategies, LLC CWB Holdings History
Anderson Financial Strategies, LLC's SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2025-03-31, Anderson Financial Strategies, LLC held 102,681.00 shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $7.87 Mil. This investment constitutes 4.81% of their stock portfolio, and Anderson Financial Strategies, LLC now holds 0.22% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2024Q4. And since then Anderson Financial Strategies, LLC has made 1 purchases of CWB, at an average price of $78.90, for a total of 102,681.00 shares. Based on historical transaction data and CWB's current price of $84.23, Anderson Financial Strategies, LLC's estimated gain on his CWB holdings is $547,118.03, reflecting a 6.75% gain to date.
Anderson Financial Strategies, LLC CWB ($84.23) Holding Chart
Anderson Financial Strategies, LLC CWB ($84.23) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
