GeoWealth Management, LLC CWB Holdings History
GeoWealth Management, LLC's SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 1,200.00 shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $91,950.00. This investment constitutes 0% of their stock portfolio, and GeoWealth Management, LLC now holds 0% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2020Q2. And since then GeoWealth Management, LLC has made 10 purchases of CWB, at an average price of $77.65, for a total of 930,570.00 shares. In addition, there have been 9 sales at an average price of $76.54 for 929,370.00 shares. Based on historical transaction data and CWB's current price of $85.40, GeoWealth Management, LLC's estimated gain on his CWB holdings is $-1.02 Mil, reflecting a -1.41% gain to date.
GeoWealth Management, LLC CWB ($85.40) Holding Chart
GeoWealth Management, LLC CWB ($85.40) 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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