AWM
CWB icon

Ameliora Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Ameliora Wealth Management’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-400
Closed -$28.8K – 170
2024
Q2 		$28.8K Sell
400
-500
-56% -$35.8K 0.01% 139
2024
Q1 		$65.7K Hold
900
– – 0.03% 125
2023
Q4 		$64.9K Hold
900
– – 0.03% 109
2023
Q3 		$61K Hold
900
– – 0.04% 115
2023
Q2 		$63K Sell
900
-904
-50% -$60.8K 0.04% 115
2023
Q1 		$121K Buy
1,804
+1,000
+124% +$67K 0.07% 101
2022
Q4 		$51.7K Hold
804
– – 0.03% 140
2022
Q3 		$50K Buy
+804
New +$54.1K 0.03% 138

Other funds holding CWB

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return