H&H Retirement Design & Management INC CWB Holdings History
H&H Retirement Design & Management INC's SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2025-03-31, H&H Retirement Design & Management INC held 382,490.00 shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $28.27 Mil. This investment constitutes 18.82% of their stock portfolio, and H&H Retirement Design & Management INC now holds 0.81% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2020Q1. And since then H&H Retirement Design & Management INC has made 10 purchases of CWB, at an average price of $64.47, for a total of 684,452.00 shares. In addition, there have been 9 sales at an average price of $78.89 for 301,962.00 shares. Based on historical transaction data and CWB's current price of $83.46, H&H Retirement Design & Management INC's estimated gain on his CWB holdings is $11.62 Mil, reflecting a 26.33% gain to date.
H&H Retirement Design & Management INC CWB ($83.46) Holding Chart
H&H Retirement Design & Management INC CWB ($83.46) 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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