Number of Shares
7.60 Mil
Current Holdings Value*
$220.68 Mil
% of Portfolio
2.78%
Total Estimate Gain
$44.05 Mil
% of Total Estimate Gain
11.29%

RWA WEALTH PARTNERS, LLC's CBND Holding Summary

As of 2025-03-31, RWA WEALTH PARTNERS, LLC held 7.60 Mil shares of CBND(CBND), totaling $220.68 Mil. This investment constitutes 2.78% of their stock portfolio, and RWA WEALTH PARTNERS, LLC now holds -% of the outstanding CBND(CBND) stock.

The initial trade took place in 2023Q3. And since then RWA WEALTH PARTNERS, LLC has made 6 purchases of CBND, at an average price of $28.31, for a total of 13.78 Mil shares. In addition, there have been 1 sales at an average price of $28.83 for 6.18 Mil shares. Based on historical transaction data and CBND's current price of $33.69, RWA WEALTH PARTNERS, LLC's estimated gain on his CBND holdings is $44.05 Mil, reflecting a 11.29% gain to date.

RWA WEALTH PARTNERS, LLC CBND ($33.69) Holding Chart

RWA WEALTH PARTNERS, LLC CBND ($33.69) 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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