Vertex Planning Partners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Vertex Planning Partners’s Portfolio CWB Stock Details CWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$205K	Buy
2025 Q1	–	Sell
2024 Q4	$258K	Buy
2024 Q3	$213K	Sell
2024 Q2	$212K	Buy
2024 Q1	$203K	Buy