Collaborative Wealth Managment Inc. Ishares Tr Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Tr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 1,485 shares of ITA stock, worth $305,820. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,485
Previous 1,485
-0.0%
Holding current value
$305,820
Previous $280,000
10.71%
% of portfolio
0.13%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding ITA
# of Institutions
973Shares Held
32.4MCall Options Held
654KPut Options Held
538K-
Envestnet Asset Management Inc4.78MShares$984 Million0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.83MShares$582 Million0.18% of portfolio
-
Morgan Stanley New York, NY2.82MShares$581 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.76MShares$568 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.12MShares$231 Million0.05% of portfolio