Collaborative Wealth Managment Inc. Invesco Exchange Traded Fd Tr Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
Shares
3 transactions
Others Institutions Holding PTH
# of Institutions
70Shares Held
910KCall Options Held
0Put Options Held
14.3K-
Morgan Stanley New York, NY146KShares$6.87 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC104KShares$4.89 Million0.0% of portfolio
-
Sfi Advisors, LLC Montclair, NJ87.5KShares$4.13 Million2.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC87.2KShares$4.12 Million0.0% of portfolio
-
Iht Wealth Management, LLC Chicago, IL85.9KShares$4.05 Million0.1% of portfolio