Collaborative Wealth Managment Inc. Spdr Index Shs Fds Msci Eafe S Transaction History

Collaborative Wealth Managment Inc.

  • $207 Million
  • Q1 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Index Shs Fds Msci Eafe S stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 2,613 shares of QEFA stock, worth $195,504. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,613
Holding current value
$195,504
% of portfolio
0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
N/A
2,613 New
2,613 $195,000
Q3 2024

Nov 12, 2024
BUY
$74.82 - $74.82 $194,083 - $194,083
2,594 New
2,594 $194,000
Q4 2023

Feb 07, 2024
SELL
$64.42 - $73.18 $13,399 - $15,221
-208 Reduced 5.69%
3,450 $252,000
Q3 2023

Nov 09, 2023
BUY
$66.72 - $71.82 $9,140 - $9,839
137 Added 3.89%
3,658 $245,000
Q2 2023

Aug 07, 2023
BUY
$68.15 - $71.82 $13,016 - $13,717
191 Added 5.74%
3,521 $246,000
Q1 2023

May 08, 2023
BUY
$64.55 - $69.63 $214,951 - $231,867
3,330 New
3,330 $230,000
Q2 2022

Aug 15, 2022
SELL
N/A
-2,836 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
N/A
2,836 New
2,836 $218,000

Others Institutions Holding QEFA

# of Institutions
139
Shares Held
10M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS MSCI EAFE S

QEFA Quotes by TradingView
  • Ticker QEFA
  • Sector ETFs
  • Industry ETFs
More about QEFA
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