Collaborative Wealth Managment Inc. Ssga Active Tr Spdr Blackstone Transaction History
Collaborative Wealth Managment Inc.
- $207 Million
- Q1 2025
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 70,780 shares of HYBL stock, worth $2.01 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
70,780
Previous 65,203
8.55%
Holding current value
$2.01 Million
Previous $1.85 Million
7.63%
% of portfolio
0.96%
Previous 0.86%
Shares
7 transactions
Others Institutions Holding HYBL
# of Institutions
83Shares Held
11.4MCall Options Held
0Put Options Held
0-
Zega Investments, LLC Palm Beach Gardens, FL1.19MShares$33.8 Million4.63% of portfolio
-
Concord Asset Management, Llc/Va Abingdon, VA1.01MShares$28.8 Million4.35% of portfolio
-
Concord Wealth Partners1.01MShares$28.8 Million4.3% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL896KShares$25.5 Million0.01% of portfolio
-
Ubs Group Ag878KShares$24.9 Million0.0% of portfolio