Collaborative Wealth Managment Inc. Spdr Portfolio Long Term Corpo Transaction History

Collaborative Wealth Managment Inc.

  • $200 Million
  • Q2 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Portfolio Long Term Corpo stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 197,651 shares of SPLB stock, worth $4.79 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
197,651
Previous 176,114 12.23%
Holding current value
$4.79 Million
Previous $4.09 Million 8.92%
% of portfolio
2.23%
Previous 2.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$21.93 - $23.08 $472,306 - $497,073
21,537 Added 12.23%
197,651 $4.46 Million
Q1 2024

May 10, 2024
BUY
$22.65 - $23.8 $278,119 - $292,240
12,279 Added 7.49%
176,114 $4.09 Million
Q4 2023

Feb 07, 2024
BUY
$20.07 - $24.05 $173,465 - $207,864
8,643 Added 5.57%
163,835 $3.9 Million
Q3 2023

Nov 09, 2023
BUY
$21.24 - $23.34 $229,561 - $252,258
10,808 Added 7.49%
155,192 $3.3 Million
Q2 2023

Aug 07, 2023
BUY
$22.48 - $23.86 $406,977 - $431,961
18,104 Added 14.34%
144,384 $3.36 Million
Q1 2023

May 08, 2023
BUY
$22.37 - $24.4 $943,790 - $1.03 Million
42,190 Added 50.17%
126,280 $2.98 Million
Q4 2022

Feb 10, 2023
BUY
$20.56 - $24.07 $87,215 - $102,104
4,242 Added 5.31%
84,090 $1.89 Million
Q3 2022

Nov 14, 2022
BUY
$21.47 - $25.39 $248,214 - $293,533
11,561 Added 16.93%
79,848 $1.74 Million
Q2 2022

Aug 15, 2022
BUY
$23.44 - $28.02 $272,865 - $326,180
11,641 Added 20.55%
68,287 $1.65 Million
Q4 2021

Feb 11, 2022
SELL
$30.89 - $32.39 $122,756 - $128,717
-3,974 Reduced 6.56%
56,646 $1.78 Million
Q1 2021

May 12, 2022
BUY
$29.49 - $32.83 $1.79 Million - $1.99 Million
60,620 New
60,620 $1.69 Million

Others Institutions Holding SPLB

# of Institutions
151
Shares Held
20.3M
Call Options Held
11.4K
Put Options Held
18.5K
View Full List

About SPDR PORTFOLIO LONG TERM CORPO

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