Collaborative Wealth Managment Inc. Ishares Tr Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
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 $233,338. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,485
Previous 1,485
-0.0%
Holding current value
$233,338
Previous $222,000
3.15%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding ITA
# of Institutions
752Shares Held
21.1MCall Options Held
704KPut Options Held
446K-
Bank Of America Corp Charlotte, NC4.1MShares$644 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.91MShares$301 Million0.02% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY1.32MShares$207 Million1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$175 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA827KShares$130 Million0.03% of portfolio