Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-107,765.77
% of Total Estimate Gain
-1.13%

WealthTrust Asset Management, LLC's SPDR Bloomberg Convertible Securities ETF Holding Summary

As of 2025-03-31, WealthTrust Asset Management, LLC held - shares of SPDR Bloomberg Convertible Securities ETF(CWB), totaling N/A. This investment constitutes 0% of their stock portfolio, and WealthTrust Asset Management, LLC now holds 0% of the outstanding SPDR Bloomberg Convertible Securities ETF(CWB) stock.

The initial trade took place in 2021Q2. And since then WealthTrust Asset Management, LLC has made 6 purchases of CWB, at an average price of $73.49, for a total of 129,413.00 shares. In addition, there have been 6 sales at an average price of $72.66 for 129,413.00 shares. Based on historical transaction data and CWB's current price of $85.19, WealthTrust Asset Management, LLC's estimated gain on his CWB holdings is $-107,765.77, reflecting a -1.13% gain to date.

WealthTrust Asset Management, LLC CWB ($85.19) Holding Chart

WealthTrust Asset Management, LLC 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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