Collaborative Wealth Managment Inc. Siren Divcon Leaders Dividend Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 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 8,115 shares of LEAD stock, worth $546,951. This represents 0.26% of its overall portfolio holdings.
Number of Shares
8,115
Previous 8,109
0.07%
Holding current value
$546,951
Previous $535,000
3.55%
% of portfolio
0.26%
Previous 0.27%
Shares
11 transactions
Others Institutions Holding LEAD
# of Institutions
29Shares Held
431KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC74KShares$4.99 Million0.0% of portfolio
-
Jacobi Capital Management LLC51.7KShares$3.48 Million0.29% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA45.4KShares$3.06 Million0.51% of portfolio
-
Private Advisor Group, LLC42KShares$2.83 Million0.02% of portfolio
-
Capital Advisors, Ltd. LLC38KShares$2.56 Million0.31% of portfolio