Collaborative Wealth Managment Inc. Invesco Exchange Traded Fd Tr Call Options Transaction History

Collaborative Wealth Managment Inc.

$207 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PTH

# of Institutions

73

Shares Held

1.09M

Call Options Held

0

Put Options Held

114

Morgan Stanley New York, NY

176K
Shares

$6.73 Million
0.0% of portfolio
Byrne Financial Freedom, LLC Franklin, MA

119K
Shares

$4.57 Million
2.67% of portfolio
Bank Of America Corp Charlotte, NC

101K
Shares

$3.86 Million
0.0% of portfolio
Sfi Advisors, LLC Montclair, NJ

93.3K
Shares

$3.58 Million
2.84% of portfolio
Iht Wealth Management, LLC Chicago, IL

90.2K
Shares

$3.46 Million
0.12% of portfolio

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