A detailed history of Collaborative Wealth Managment Inc. transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 19,032 shares of TOTL stock, worth $755,570. This represents 0.37% of its overall portfolio holdings.

Number of Shares
19,032
Previous 18,409 3.38%
Holding current value
$755,570
Previous $731,000 7.66%
% of portfolio
0.37%
Previous 0.37%

Shares

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

Nov 12, 2024

BUY
$39.37 - $41.68 $24,527 - $25,966
623 Added 3.38%
19,032 $787,000
Q2 2024

Aug 09, 2024

SELL
$38.37 - $39.99 $19,875 - $20,714
-518 Reduced 2.74%
18,409 $731,000
Q1 2024

May 10, 2024

SELL
$39.46 - $40.35 $86,417 - $88,366
-2,190 Reduced 10.37%
18,927 $758,000
Q4 2023

Feb 07, 2024

SELL
$37.52 - $40.38 $117,737 - $126,712
-3,138 Reduced 12.94%
21,117 $849,000
Q3 2023

Nov 09, 2023

SELL
$38.6 - $40.65 $51,917 - $54,674
-1,345 Reduced 5.25%
24,255 $937,000
Q2 2023

Aug 07, 2023

SELL
$40.21 - $41.35 $124,248 - $127,771
-3,090 Reduced 10.77%
25,600 $1.04 Million
Q1 2023

May 08, 2023

SELL
$39.94 - $41.62 $277,183 - $288,842
-6,940 Reduced 19.48%
28,690 $1.18 Million
Q4 2022

Feb 10, 2023

SELL
$39.06 - $41.25 $69,761 - $73,672
-1,786 Reduced 4.77%
35,630 $1.43 Million
Q3 2022

Nov 14, 2022

SELL
$40.06 - $42.94 $103,875 - $111,343
-2,593 Reduced 6.48%
37,416 $1.5 Million
Q2 2022

Aug 15, 2022

SELL
$41.69 - $44.58 $7,087 - $7,578
-170 Reduced 0.42%
40,009 $1.69 Million
Q4 2021

Feb 11, 2022

SELL
$47.29 - $48.28 $38,352 - $39,155
-811 Reduced 1.98%
40,179 $1.9 Million
Q1 2021

May 12, 2022

BUY
$48.18 - $49.35 $1.97 Million - $2.02 Million
40,990 New
40,990 $1.84 Million

Others Institutions Holding TOTL

About SSGA ACTIVE ETF TR SPDR DOBLEL


  • Ticker TOTL
  • Sector ETFs
  • Industry ETFs
More about TOTL
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.