Collaborative Wealth Managment Inc. Ishares U.S. Treasury Bond ETF Transaction History
Collaborative Wealth Managment Inc.
- $207 Million
- Q1 2025
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 11,163 shares of GOVT stock, worth $254,069. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,163
Previous 9,714
14.92%
Holding current value
$254,069
Previous $223,000
14.8%
% of portfolio
0.12%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding GOVT
# of Institutions
867Shares Held
1.08BCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC313MShares$7.12 Billion0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC103MShares$2.34 Billion0.96% of portfolio
-
Envestnet Asset Management Inc74.1MShares$1.69 Billion0.57% of portfolio
-
Truist Financial Corp69.6MShares$1.58 Billion2.61% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA41MShares$934 Million0.5% of portfolio