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

Imprint Wealth’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 Q1	$1.3M	Buy	+17,890	New	+$1.28M	0.32%	74

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Imprint Wealth's CWB Position: Q1 2024 in Review

Imprint Wealth opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q1 2024: 17,890 shares worth $1.3M. The stake represents 0.32% of the portfolio and ranks #74 among its holdings.

465 funds tracked by Wall St. Rank hold CWB as of Q1 2024.

Imprint Wealth held 17,890 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $1.3M as of Q1 2024.
State Street SPDR Bloomberg Convertible Securities ETF was a new Imprint Wealth position in Q1 2024.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.32% of Imprint Wealth's portfolio in Q1 2024, its #74 holding.
465 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.