Collaborative Wealth Managment Inc. Invesco Actively Mngd ETF Tr U Transaction History

Collaborative Wealth Managment Inc.

  • $195 Million
  • Q1 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Invesco Actively Mngd ETF Tr U stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 14,229 shares of GSY stock, worth $710,027. This represents 0.36% of its overall portfolio holdings.

Number of Shares
14,229
Previous 5,259 170.56%
Holding current value
$710,027
Previous $262,000 170.61%
% of portfolio
0.36%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$49.76 - $50.02 $446,347 - $448,679
8,970 Added 170.56%
14,229 $709,000
Q4 2023

Feb 07, 2024
BUY
$49.63 - $50.1 $261,004 - $263,475
5,259 New
5,259 $262,000
Q2 2023

Aug 07, 2023
SELL
$49.57 - $49.81 $30,188 - $30,334
-609 Reduced 12.34%
4,325 $214,000
Q1 2023

May 08, 2023
SELL
$49.44 - $49.77 $22,791 - $22,943
-461 Reduced 8.54%
4,934 $244,000
Q4 2022

Feb 10, 2023
SELL
$49.25 - $49.58 $1,970 - $1,983
-40 Reduced 0.74%
5,395 $266,000
Q3 2022

Nov 14, 2022
BUY
$49.42 - $49.66 $2,026 - $2,036
41 Added 0.76%
5,435 $268,000
Q2 2022

Aug 15, 2022
SELL
$49.49 - $49.83 $339,154 - $341,484
-6,853 Reduced 55.96%
5,394 $267,000
Q4 2021

Feb 11, 2022
BUY
$50.27 - $50.46 $226,466 - $227,322
4,505 Added 58.19%
12,247 $616,000
Q1 2021

May 12, 2022
BUY
$50.47 - $50.59 $390,738 - $391,667
7,742 New
7,742 $386,000

Others Institutions Holding GSY

# of Institutions
231
Shares Held
26.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ACTIVELY MNGD ETF TR U

GSY Quotes by TradingView
  • Ticker GSY
  • Sector ETFs
  • Industry ETFs
More about GSY
Track This Portfolio

Track Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email