A detailed history of Collaborative Wealth Managment Inc. transactions in Siren Divcon Leaders Dividend stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 7,222 shares of LEAD stock, worth $504,240. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,222
Previous 8,115 11.0%
Holding current value
$504,240
Previous $516,000 3.1%
% of portfolio
0.23%
Previous 0.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$62.93 - $69.43 $56,196 - $62,000
-893 Reduced 11.0%
7,222 $500,000
Q2 2024

Aug 09, 2024

BUY
$61.21 - $65.63 $367 - $393
6 Added 0.07%
8,115 $516,000
Q1 2024

May 10, 2024

SELL
$59.0 - $66.08 $17,346 - $19,427
-294 Reduced 3.5%
8,109 $535,000
Q4 2023

Feb 07, 2024

SELL
$52.15 - $60.93 $16,322 - $19,071
-313 Reduced 3.59%
8,403 $511,000
Q3 2023

Nov 09, 2023

BUY
$54.3 - $58.29 $760 - $816
14 Added 0.16%
8,716 $477,000
Q2 2023

Aug 07, 2023

BUY
$50.89 - $56.41 $1,730 - $1,917
34 Added 0.39%
8,702 $490,000
Q1 2023

May 08, 2023

SELL
$48.2 - $54.37 $4,627 - $5,219
-96 Reduced 1.1%
8,668 $460,000
Q4 2022

Feb 10, 2023

SELL
$45.13 - $52.51 $12,907 - $15,017
-286 Reduced 3.16%
8,764 $427,000
Q3 2022

Nov 14, 2022

BUY
$45.16 - $54.49 $28,044 - $33,838
621 Added 7.37%
9,050 $409,000
Q2 2022

Aug 15, 2022

BUY
$45.95 - $55.03 $89,097 - $106,703
1,939 Added 29.88%
8,429 $398,000
Q4 2021

Feb 11, 2022

SELL
$53.25 - $60.66 $357,360 - $407,089
-6,711 Reduced 50.84%
6,490 $392,000
Q1 2021

May 12, 2022

BUY
$45.84 - $49.81 $605,133 - $657,541
13,201 New
13,201 $726,000

Others Institutions Holding LEAD

About SIREN DIVCON LEADERS DIVIDEND


  • Ticker LEAD
  • Sector ETFs
  • Industry ETFs
More about LEAD
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