FSC Wealth Advisors, LLC CWB Holdings History
FSC Wealth Advisors, LLC's SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2025-03-31, FSC Wealth Advisors, LLC held 123,101.00 shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $9.43 Mil. This investment constitutes 6.19% of their stock portfolio, and FSC Wealth Advisors, LLC now holds 0.26% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2021Q4. And since then FSC Wealth Advisors, LLC has made 5 purchases of CWB, at an average price of $73.26, for a total of 253,617.00 shares. In addition, there have been 6 sales at an average price of $71.94 for 130,516.00 shares. Based on historical transaction data and CWB's current price of $85.28, FSC Wealth Advisors, LLC's estimated gain on his CWB holdings is $1.31 Mil, reflecting a 7.04% gain to date.
FSC Wealth Advisors, LLC CWB ($85.28) Holding Chart
FSC Wealth Advisors, LLC CWB ($85.28) 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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