Optivise Advisory Services’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Optivise Advisory Services’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
2025 Q3	$4.53M	Buy
2025 Q2	$3.95M	Buy
2025 Q1	$3.61M	Sell
2024 Q4	$5.7M	Buy