Collaborative Wealth Managment Inc. Ishares Short Term National Mu Transaction History

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 3,368 shares of SUB stock, worth $356,401. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,368
Previous 2,775 21.37%
Holding current value
$356,401
Previous $290,000 23.1%
% of portfolio
0.17%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$104.3 - $106.3 $61,849 - $63,035
593 Added 21.37%
3,368 $357,000
Q1 2024

May 10, 2024
BUY
$104.73 - $105.42 $290,625 - $292,540
2,775 New
2,775 $290,000
Q3 2022

Nov 14, 2022
BUY
$102.59 - $105.4 $204,564 - $210,167
1,994 New
1,994 $205,000

Others Institutions Holding SUB

# of Institutions
872
Shares Held
75.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

SUB Quotes by TradingView
  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
Track This Portfolio

Track Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email