Transamerica Financial Advisors, LLC CWB Holdings History
Transamerica Financial Advisors, LLC's SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2025-03-31, Transamerica Financial Advisors, LLC held 415.00 shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $30,000.00. This investment constitutes 0% of their stock portfolio, and Transamerica Financial Advisors, LLC now holds 0% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2013Q4. And since then Transamerica Financial Advisors, LLC has made 14 purchases of CWB, at an average price of $54.22, for a total of 828,107.00 shares. In addition, there have been 16 sales at an average price of $57.01 for 827,692.00 shares. Based on historical transaction data and CWB's current price of $82.88, Transamerica Financial Advisors, LLC's estimated gain on his CWB holdings is $2.32 Mil, reflecting a 5.17% gain to date.
Transamerica Financial Advisors, LLC CWB ($82.88) Holding Chart
Transamerica Financial Advisors, LLC CWB ($82.88) 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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