Collaborative Wealth Managment Inc. First Tr Tactical High Yield L Transaction History
Collaborative Wealth Managment Inc.
- $207 Million
- Q1 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 7,775 shares of HYLS stock, worth $321,807. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,775
Previous 7,851
0.97%
Holding current value
$321,807
Previous $324,000
1.54%
% of portfolio
0.15%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding HYLS
# of Institutions
239Shares Held
25.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.63MShares$233 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.53MShares$146 Million0.06% of portfolio
-
First Trust Advisors LP Wheaton, IL2.78MShares$115 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA1.94MShares$80.2 Million0.02% of portfolio
-
Ubs Group Ag1.14MShares$47.4 Million0.01% of portfolio