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Wealth Preservation Advisors’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Wealth Preservation Advisors’s Portfolio CWB Stock Details CWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$66.1K Hold
800
– – 0.04% 166
2025
Q1 		$61.3K Buy
+800
New +$61.3K 0.04% 162