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

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024

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 11,167 shares of MLPX stock, worth $669,461. This represents 0.28% of its overall portfolio holdings.

Number of Shares
11,167
Previous 11,401 2.05%
Holding current value
$669,461
Previous $582,000 4.3%
% of portfolio
0.28%
Previous 0.29%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
247
Shares Held
25.4M
Call Options Held
56.2K
Put Options Held
1.8K
View Full List

About GLOBAL X MLP & ENERGY INFRASTR

MLPX Quotes by TradingView
  • Ticker MLPX
  • Sector ETFs
  • Industry ETFs
More about MLPX
Track This Portfolio

Track Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email