Collaborative Wealth Managment Inc. Siren Divcon Leaders Dividend Transaction History

Collaborative Wealth Managment Inc.

$222 Million
Q2 2025

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 6,378 shares of LEAD stock, worth $471,015. This represents 0.21% of its overall portfolio holdings.

Number of Shares

6,378

Previous 6,401 0.36%

Holding current value

$471,015

Previous $414,000 10.63%

% of portfolio

0.21%

Previous 0.2%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$58.37 - $71.85 $1,342 - $1,652	-23 Reduced 0.36%	6,378 $458,000
Q1 2025 May 08, 2025	SELL	$63.83 - $69.34 $52,149 - $56,650	-817 Reduced 11.32%	6,401 $414,000
Q4 2024 Feb 10, 2025	SELL	$66.53 - $71.39 $266 - $285	-4 Reduced 0.06%	7,218 $480,000
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

# of Institutions

Shares Held

411K

Call Options Held

Put Options Held

View Full List

About SIREN DIVCON LEADERS DIVIDEND

Ticker LEAD
Sector ETFs
Industry ETFs

More about LEAD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Account

Collaborative Wealth Managment Inc. Siren Divcon Leaders Dividend Transaction History