Collaborative Wealth Managment Inc. Vaneck Morningstar Internation Transaction History

Collaborative Wealth Managment Inc.

$195 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	N/A	-10,557 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	N/A	10,557 New	10,557 $339,000

Others Institutions Holding MOTI

# of Institutions

64

Shares Held

5.61M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.73M
Shares

$55.9 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

1.13M
Shares

$36.4 Million
0.99% of portfolio
Raymond James & Associates St Petersburg, FL

785K
Shares

$25.4 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

332K
Shares

$10.8 Million
0.0% of portfolio
Southern Farm Bureau Life Insurance

314K
Shares

$10.2 Million
1.62% of portfolio

About VANECK MORNINGSTAR INTERNATION

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