Hershey Financial Advisers, LLC CWB Holdings History
Hershey Financial Advisers, LLC's SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2024-12-31, Hershey Financial Advisers, LLC held 50,921.00 shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $3.97 Mil. This investment constitutes 3.49% of their stock portfolio, and Hershey Financial Advisers, LLC now holds 0.09% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2024Q2. And since then Hershey Financial Advisers, LLC has made 1 purchases of CWB, at an average price of $78.89, for a total of 50,921.00 shares. Based on historical transaction data and CWB's current price of $85.29, Hershey Financial Advisers, LLC's estimated gain on his CWB holdings is $325,766.35, reflecting a 8.11% gain to date.
Hershey Financial Advisers, LLC CWB ($85.29) Holding Chart
Hershey Financial Advisers, LLC CWB ($85.29) 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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