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West Wealth Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

West Wealth Group’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
Q2 		– Sell
-2,932
Closed -$225K – 112
2025
Q1 		$225K Sell
2,932
-112
-4% -$8.85K 0.07% 88
2024
Q4 		$237K Buy
3,044
+183
+6% +$14.4K 0.07% 81
2024
Q3 		$219K Sell
2,861
-632
-18% -$46.4K 0.07% 78
2024
Q2 		$252K Sell
3,493
-49
-1% -$3.51K 0.09% 74
2024
Q1 		$259K Sell
3,542
-1,549
-30% -$111K 0.1% 69
2023
Q4 		$367K Sell
5,091
-1,974
-28% -$134K 0.14% 53
2023
Q3 		$479K Sell
7,065
-529
-7% -$36.9K 0.21% 43
2023
Q2 		$531K Buy
7,594
+4,401
+138% +$296K 0.22% 35
2023
Q1 		$214K Buy
+3,193
New +$214K 0.1% 65

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return