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Tyler-Stone Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-252
Closed -$18.2K – 439
2024
Q2 		$18.2K Hold
252
– – 0.01% 540
2024
Q1 		$18.4K Buy
252
+2
+0.8% +$143 0.01% 537
2023
Q4 		$18K Hold
250
– – 0.01% 525
2023
Q3 		$17K Hold
250
– – 0.01% 501
2023
Q2 		$17K Buy
+250
New +$16.8K 0.01% 505
2022
Q4 		$16K Hold
250
– – 0.01% 472
2022
Q3 		$16K Hold
250
– – 0.01% 463
2022
Q2 		$16K Hold
250
– – 0.01% 478
2022
Q1 		$19K Hold
250
– – 0.01% 476
2021
Q4 		$21K Buy
+250
New +$21.4K 0.01% 485

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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