Collaborative Wealth Managment Inc. Innovator U.S. Equity Power Bu Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 5,015 shares of POCT stock, worth $216,597. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,015
Previous 5,015
-0.0%
Holding current value
$216,597
Previous $207,000
4.35%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding POCT
# of Institutions
228Shares Held
19.6MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.98MShares$85.7 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC1.46MShares$63 Million0.38% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.44MShares$62.4 Million0.81% of portfolio
-
Cerity Partners LLC New York, NY1.16MShares$50 Million0.08% of portfolio
-
Brookstone Capital Management893KShares$38.6 Million0.51% of portfolio