LWP
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Laurel Wealth Planning’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Laurel Wealth Planning’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
Q2 		– Sell
-3,188
Closed -$233K – 53
2024
Q1 		$233K Hold
3,188
– – 0.15% 51
2023
Q4 		$230K Hold
3,188
– – 0.16% 50
2023
Q3 		$216K Buy
3,188
+188
+6% +$13.1K 0.17% 50
2023
Q2 		$210K Hold
3,000
– – 0.15% 54
2023
Q1 		$201K Hold
3,000
– – 0.13% 58
2022
Q4 		$193K Hold
3,000
– – 0.12% 61
2022
Q3 		$190K Hold
3,000
– – 0.14% 57
2022
Q2 		$194K Buy
3,000
+2,000
+200% +$139K 0.14% 63
2022
Q1 		$77K Buy
+1,000
New +$76.5K 0.05% 104

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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