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Thurston Springer Miller Herd & Titak’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Thurston Springer Miller Herd & Titak’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 		– Sell
-514
Closed -$42.7K – 718
2025
Q2 		$42.7K Buy
514
+43
+9% +$3.38K 0.01% 724
2025
Q1 		$36.3K Hold
471
– – 0.01% 713
2024
Q4 		$36.8K Buy
471
+254
+117% +$20K 0.01% 596
2024
Q3 		$16.7K Hold
217
– – ﹤0.01% 876
2024
Q2 		$15.7K Buy
+217
New +$15.5K ﹤0.01% 868

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HCM
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Morgan Stanley
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
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Wells Fargo
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Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return