Collaborative Wealth Managment Inc. Global X Mlp & Energy Infrastr Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Global X Mlp & Energy Infrastr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 20,719 shares of MLPX stock, worth $1.25 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
20,719
Previous 16,056 29.04%
Holding current value
$1.25 Million
Previous $1.01 Million 29.13%
% of portfolio
0.55%
Previous 0.45%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$59.5 - $62.99 $277,448 - $293,722
4,663 Added 29.04%
20,719 $1.3 Million
Q2 2025

Aug 08, 2025
BUY
$55.32 - $65.02 $248,110 - $291,614
4,485 Added 38.76%
16,056 $1.01 Million
Q1 2025

May 08, 2025
BUY
$59.6 - $67.2 $22,886 - $25,804
384 Added 3.43%
11,571 $738,000
Q4 2024

Feb 10, 2025
BUY
$54.89 - $64.32 $1,097 - $1,286
20 Added 0.18%
11,187 $676,000
Q3 2024

Nov 12, 2024
SELL
$50.37 - $55.21 $11,786 - $12,919
-234 Reduced 2.05%
11,167 $607,000
Q2 2024

Aug 09, 2024
SELL
$46.86 - $51.05 $4,967 - $5,411
-106 Reduced 0.92%
11,401 $582,000
Q1 2024

May 10, 2024
SELL
$43.29 - $48.99 $25,021 - $28,316
-578 Reduced 4.78%
11,507 $563,000
Q4 2023

Feb 07, 2024
SELL
$40.69 - $45.46 $1,790 - $2,000
-44 Reduced 0.36%
12,085 $539,000
Q3 2023

Nov 09, 2023
SELL
$41.06 - $43.29 $14,822 - $15,627
-361 Reduced 2.89%
12,129 $514,000
Q2 2023

Aug 07, 2023
SELL
$38.59 - $41.57 $8,296 - $8,937
-215 Reduced 1.69%
12,490 $519,000
Q1 2023

May 08, 2023
SELL
$37.63 - $42.67 $96,069 - $108,936
-2,553 Reduced 16.73%
12,705 $507,000
Q4 2022

Feb 10, 2023
SELL
$38.33 - $43.39 $15,025 - $17,008
-392 Reduced 2.5%
15,258 $621,000
Q3 2022

Nov 14, 2022
SELL
$36.36 - $44.13 $37,269 - $45,233
-1,025 Reduced 6.15%
15,650 $587,000
Q2 2022

Aug 15, 2022
SELL
$36.9 - $45.79 $26,531 - $32,923
-719 Reduced 4.13%
16,675 $636,000
Q4 2021

Feb 11, 2022
BUY
$33.83 - $40.0 $405 - $480
12 Added 0.07%
17,394 $614,000
Q1 2021

May 12, 2022
BUY
$26.74 - $32.63 $464,794 - $567,174
17,382 New
17,382 $743,000

Others Institutions Holding MLPX

# of Institutions
338
Shares Held
30.7M
Call Options Held
187K
Put Options Held
41K
View Full List

About GLOBAL X MLP & ENERGY INFRASTR

MLPX Quotes by TradingView
  • Ticker MLPX
  • Sector ETFs
  • Industry ETFs
More about MLPX
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