Collaborative Wealth Managment Inc. Ishares U.S. Treasury Bond ETF Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 9,714 shares of GOVT stock, worth $224,199. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,714
Previous 10,493
7.42%
Holding current value
$224,199
Previous $246,000
9.35%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding GOVT
# of Institutions
857Shares Held
1.2BCall Options Held
20.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC424MShares$9.78 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC113MShares$2.61 Billion1.09% of portfolio
-
Envestnet Asset Management Inc74.1MShares$1.71 Billion0.57% of portfolio
-
Truist Financial Corp69.6MShares$1.61 Billion2.61% of portfolio
-
Jpmorgan Chase & CO New York, NY49.4MShares$1.14 Billion0.09% of portfolio