Wealth Watch Advisors, INC CWB Holdings History
Number of Shares
225,041.00
Current Holdings Value*
$17.24 Mil
% of Portfolio
14.01%
Total Estimate Gain
$1.42 Mil
% of Total Estimate Gain
7.75%
Wealth Watch Advisors, INC's SPDR Bloomberg Convertible Securities ETF Holding Summary
As of 2025-03-31, Wealth Watch Advisors, INC held 225,041.00 shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling $17.24 Mil. This investment constitutes 14.01% of their stock portfolio, and Wealth Watch Advisors, INC now holds 0.48% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and CWB's current price of $85.19, Wealth Watch Advisors, INC's estimated gain on his CWB holdings is $1.42 Mil, reflecting a 7.75% gain to date.
Wealth Watch Advisors, INC CWB ($85.19) Holding Chart
Wealth Watch Advisors, INC CWB ($85.19) 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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