Collaborative Wealth Managment Inc. Spdr Ser Tr Spdr Portfolio Cor Transaction History
Collaborative Wealth Managment Inc.
- $195 Million
- Q1 2024
Shares
7 transactions
Others Institutions Holding SPBO
# of Institutions
133Shares Held
37.4MCall Options Held
1.5KPut Options Held
0-
Adviser Investments LLC13MShares$374 Million5.11% of portfolio
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Lpl Financial LLC Fort Mill, SC2.87MShares$82.9 Million0.05% of portfolio
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St Germain D J CO Inc Springfield, MA2.58MShares$74.5 Million3.63% of portfolio
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Bank Of America Corp Charlotte, NC2.3MShares$66.4 Million0.01% of portfolio
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Cx Institutional1.19MShares$34.2 Million1.67% of portfolio