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SPDR Barclays Capital Convertible SecETF shares owned by Guidant Wealth Advisors

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

Historical chart of Guidant Wealth Advisors 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 Guidant Wealth Advisors 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 Guidant Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-09-30 $37k 707 52.33
2019-06-30 $37k 706 52.41
2019-03-31 $37k 702 52.71

More positions owned by Guidant Wealth Advisors

Vanguard Emerging Markets ETF (VWO)
Vanguard Europe Pacific ETF (VEA)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Dec 2020
Vanguard Small-Cap Growth ETF (VBK)
Vanguard Mid-Cap Growth ETF (VOT)
Schwab U S Large Cap Growth ETF (SCHG)
iShares Barclays TIPS Bond Fund (TIP)
Ishares Tr ibnd dec21 etf
Ishares Tr ibnd dec23 etf
Vanguard Mid-Cap Value ETF (VOE)
Ubs Ag Jersey Brh dj commd etn39
Vanguard Small-Cap Value ETF (VBR)
Vanguard Extended Market ETF (VXF)
Schwab Strategic Tr cmn (SCHV)

View all positions for Guidant Wealth Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
New York Life Investment Management
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
RIA Advisory Group
Bank Of Montreal
Wright Fund Managment
UBS Group
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF