RAG
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RIA Advisory Group’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

RIA Advisory Group’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-811,304
Closed -$74.1M – 147
2023
Q4 		$74.1M Buy
+811,304
New +$74.1M 30.92% 1