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SPDR Barclays Capital Convertible SecETF shares owned by LongView Wealth Management

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by LongView Wealth Management from 13F filings

Historical chart of LongView Wealth Management investment in SPDR Barclays Capital Convertible SecETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Convertible SecETF held by LongView Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $446k 6.1k 73.05
2023-12-31 $433k 6.1k 71.13

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
Apple (AAPL)
Genuine Parts Company (GPC)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for LongView Wealth Management

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
LPL Financial
Delta Capital Management
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
New York Life Investment Management
Pnc Financial Services
Ameriprise Financial
Envestnet Asset Management
Wright Fund Managment
Bank Of Montreal
UBS Group
Northwestern Mutual Wealth Management Company

View all funds holding SPDR Barclays Capital Convertible SecETF