Collaborative Wealth Managment Inc. Ishares Tr Transaction History
Collaborative Wealth Managment Inc.
- $207 Million
- Q1 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 $263,201. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,485
Previous 1,485
-0.0%
Holding current value
$263,201
Previous $215,000
5.58%
% of portfolio
0.11%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding ITA
# of Institutions
774Shares Held
18.7MCall Options Held
859KPut Options Held
536K-
Bank Of America Corp Charlotte, NC3.24MShares$575 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.79MShares$317 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$197 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA839KShares$149 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN724KShares$128 Million0.03% of portfolio