Collaborative Wealth Managment Inc. Purchases in Q3 2024

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
50.7K
+ 1404.21%
$57.2 - $65.59 $2.9M - $3.32M
54.3K $3.51M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.38K
+ 4.19%
$48.51 - $52.86 $358K - $390K
184K $9.71M
SPMD
Spdr Portfolio

ETFs
8.08K
+ 5.19%
$50.29 - $54.92 $406K - $444K
164K $8.96M
AVUV
American Centy ETF Tr Avantis

ETFs
4.04K
+ 6.01%
$88.24 - $99.7 $356K - $402K
71.2K $6.83M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
12.8K
+ 3.35%
$19.48 - $20.97 $250K - $269K
396K $8.23M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.82K
+ 5.35%
$33.74 - $37.96 $264K - $297K
154K $5.78M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
14.2K
+ 4.84%
$21.35 - $22.73 $303K - $322K
307K $6.92M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.57K
+ 4.05%
$63.28 - $70.06 $226K - $250K
91.7K $6.43M
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.03%
$245.82 - $304.51 $983 - $1.22K
11.4K $3.48M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.9K
+ 4.07%
$51.29 - $56.57 $200K - $221K
99.9K $5.65M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
10.9K
+ 7.23%
$23.58 - $25.5 $258K - $279K
162K $4.12M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
7.13K
+ 3.61%
$22.25 - $24.44 $159K - $174K
205K $4.95M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
9K
+ 2.98%
$25.38 - $26.27 $228K - $237K
312K $8.19M
USFR
Wisdomtree Floating Rate Treas

ETFs
9.15K
+ 7.72%
$50.2 - $50.48 $459K - $462K
128K $6.41M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
11.7K
+ 34.76%
$27.88 - $28.71 $327K - $337K
45.5K $1.31M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
906
+ 2.88%
$178.94 - $207.0 $162K - $188K
32.4K $6.51M
UPS
United Parcel Service Inc

Industrials
2.21K
New
$123.32 - $147.38 $272K - $325K
2.21K $300K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.5K
New
$22.38 - $23.66 $235K - $248K
10.5K $246K
GLD
Spdr Gold Trust

ETFs
966
New
$215.56 - $246.98 $208K - $239K
966 $234K
ITA
Ishares Tr

ETFs
1.49K
New
$131.58 - $149.64 $195K - $222K
1.49K $222K
NEE
Nextera Energy Inc

Utilities
2.63K
New
$69.9 - $84.97 $183K - $223K
2.63K $221K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.59K
New
$74.82 - $74.82 $194K - $194K
2.59K $194K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
665
+ 2.3%
$50.02 - $54.5 $33.3K - $36.2K
29.5K $1.61M
AFL
Aflac Inc

Financial Services
7
+ 0.12%
$88.52 - $111.8 $620 - $783
5.95K $664K
XLI
Industrial Sector Spdr

ETFs
221
+ 3.86%
$120.56 - $135.44 $26.6K - $29.9K
5.94K $804K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.9K
+ 17.06%
$50.15 - $51.27 $95.5K - $97.6K
13.1K $669K
FLMI
Franklin Dynamic Municipal Bon

ETFs
3.63K
+ 15.26%
$24.32 - $25.01 $88.2K - $90.7K
27.4K $685K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.41K
+ 2.94%
$16.42 - $18.12 $56.1K - $61.9K
119K $2.15M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
763
+ 4.45%
$41.02 - $46.01 $31.3K - $35.1K
17.9K $815K
IVV
Ishares Core S&P 500 ETF

ETFs
116
+ 10.34%
$520.18 - $576.82 $60.3K - $66.9K
1.24K $714K
HDV
Ishares Core High Dividend ETF

ETFs
30
+ 0.28%
$107.62 - $118.76 $3.23K - $3.56K
10.9K $1.28M
XLV
Select Sector Spdr Fund Health

ETFs
418
+ 11.77%
$143.3 - $157.24 $59.9K - $65.7K
3.97K $611K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.71K
+ 6.06%
$32.36 - $33.78 $55.3K - $57.7K
29.9K $1.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7
+ 0.05%
$77.02 - $85.06 $539 - $595
12.9K $1.09M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.42K
+ 3.84%
$23.57 - $24.19 $57K - $58.5K
65.4K $1.58M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
970
+ 6.32%
$32.65 - $36.69 $31.7K - $35.6K
16.3K $593K
HYD
Vaneck High Yield Muni ETF

ETFs
1.35K
+ 22.7%
$51.46 - $53.07 $69.3K - $71.5K
7.28K $386K
SVOL
Simplify ETF Simplify Volatili

ETFs
4.2K
+ 16.54%
$20.05 - $22.81 $84.2K - $95.8K
29.6K $649K
MUB
Ishares National Muni Bond ETF

ETFs
622
+ 15.28%
$106.13 - $108.7 $66K - $67.6K
4.69K $509K
SUB
Ishares Short Term National Mu

ETFs
593
+ 21.37%
$104.3 - $106.3 $61.8K - $63K
3.37K $357K
DGRO
Ishares Core Dividend Growth E

ETFs
310
+ 4.15%
$57.47 - $62.76 $17.8K - $19.5K
7.78K $487K
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.16%
$66.91 - $81.4 $468 - $570
4.28K $345K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
623
+ 3.38%
$39.37 - $41.68 $24.5K - $26K
19K $787K
T
At&T Inc.

Communication Services
926
+ 8.8%
$18.21 - $22.28 $16.9K - $20.6K
11.4K $251K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
907
+ 7.56%
$50.61 - $50.96 $45.9K - $46.2K
12.9K $657K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
62
+ 0.47%
$30.61 - $34.92 $1.9K - $2.17K
13.4K $461K
VTV
Vanguard Value ETF

ETFs
84
+ 4.67%
$159.75 - $174.57 $13.4K - $14.7K
1.88K $328K
SPTS
Spdr Portfolio Short Term Trea

ETFs
806
+ 3.66%
$28.75 - $29.46 $23.2K - $23.7K
22.9K $672K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
63
+ 2.43%
$144.27 - $157.55 $9.09K - $9.93K
2.66K $418K
Activity Summary
Buys All Purchases 67 New Holdings 7 Increased Positions 60 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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