Cetera Investment Advisers CWB Holdings History
Cetera Investment Advisers's SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2025-03-31, Cetera Investment Advisers held 1.59 Mil shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $121.63 Mil. This investment constitutes 0.24% of their stock portfolio, and Cetera Investment Advisers now holds 3.39% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2018Q3. And since then Cetera Investment Advisers has made 16 purchases of CWB, at an average price of $74.88, for a total of 2.67 Mil shares. In addition, there have been 9 sales at an average price of $70.52 for 1.08 Mil shares. Based on historical transaction data and CWB's current price of $83.61, Cetera Investment Advisers's estimated gain on his CWB holdings is $9.13 Mil, reflecting a 4.57% gain to date.
Cetera Investment Advisers CWB ($83.61) Holding Chart
Cetera Investment Advisers CWB ($83.61) 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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