Collaborative Wealth Managment Inc. Ssga Active Tr Spdr Blackstone Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Ssga Active Tr Spdr Blackstone stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 45,474 shares of HYBL stock, worth $1.3 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
45,474
Previous 33,744
34.76%
Holding current value
$1.3 Million
Previous $953,000
36.94%
% of portfolio
0.61%
Previous 0.48%
Shares
5 transactions
Others Institutions Holding HYBL
# of Institutions
67Shares Held
5.2MCall Options Held
0Put Options Held
0-
Concord Wealth Partners542KShares$15.5 Million2.55% of portfolio
-
Concord Asset Management, Llc/Va Abingdon, VA535KShares$15.3 Million3.34% of portfolio
-
Ubs Group Ag529KShares$15.1 Million0.0% of portfolio
-
Luken Investment Analytics, LLC Brentwood, TN472KShares$13.5 Million6.2% of portfolio
-
Zega Financial, LLC Palm Beach Gardens, FL297KShares$8.49 Million1.29% of portfolio