Collaborative Wealth Managment Inc. Siren Divcon Leaders Dividend Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
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 $486,835. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,222
Previous 8,115
11.0%
Holding current value
$486,835
Previous $516,000
3.1%
% of portfolio
0.23%
Previous 0.26%
Shares
12 transactions
Others Institutions Holding LEAD
# of Institutions
31Shares Held
420KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC75KShares$5.06 Million0.0% of portfolio
-
Jacobi Capital Management LLC51.6KShares$3.48 Million0.28% of portfolio
-
Private Advisor Group, LLC42.8KShares$2.89 Million0.02% of portfolio
-
Capital Advisors, Ltd. LLC38.3KShares$2.58 Million0.33% of portfolio
-
Janney Montgomery Scott LLC25.2KShares$1.7 Million0.0% of portfolio