Collaborative Wealth Managment Inc. Financial Sector Spdr Transaction History

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 13,992 shares of XLF stock, worth $717,229. This represents 0.29% of its overall portfolio holdings.

Number of Shares
13,992
Previous 14,276 1.99%
Holding current value
$717,229
Previous $586,000 8.19%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Nov 12, 2024
SELL
$40.84 - $45.74 $11,598 - $12,990
-284 Reduced 1.99%
13,992 $634,000
Q2 2024

Aug 09, 2024
SELL
$39.59 - $42.49 $6,532 - $7,010
-165 Reduced 1.14%
14,276 $586,000
Q1 2024

May 10, 2024
SELL
$37.27 - $42.12 $29,517 - $33,359
-792 Reduced 5.2%
14,441 $608,000
Q4 2023

Feb 07, 2024
BUY
$31.45 - $37.72 $13,303 - $15,955
423 Added 2.86%
15,233 $572,000
Q3 2023

Nov 09, 2023
SELL
$33.17 - $35.6 $22,588 - $24,243
-681 Reduced 4.4%
14,810 $491,000
Q2 2023

Aug 07, 2023
SELL
$31.55 - $33.71 $26,565 - $28,383
-842 Reduced 5.16%
15,491 $522,000
Q1 2023

May 08, 2023
SELL
$30.98 - $37.0 $151,337 - $180,745
-4,885 Reduced 23.02%
16,333 $525,000
Q4 2022

Feb 10, 2023
BUY
$30.29 - $36.31 $67,758 - $81,225
2,237 Added 11.79%
21,218 $725,000
Q3 2022

Nov 14, 2022
SELL
$30.36 - $35.81 $213,764 - $252,138
-7,041 Reduced 27.06%
18,981 $576,000
Q2 2022

Aug 15, 2022
BUY
$30.84 - $38.22 $3,700 - $4,586
120 Added 0.46%
26,022 $818,000
Q4 2021

Feb 11, 2022
SELL
$37.54 - $40.62 $16,555 - $17,913
-441 Reduced 1.67%
25,902 $1.01 Million
Q1 2021

May 12, 2022
BUY
$28.95 - $34.77 $762,629 - $915,946
26,343 New
26,343 $1.01 Million

Others Institutions Holding XLF

# of Institutions
1,840
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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