Collaborative Wealth Managment Inc. Incresed Positions in Q3 2024

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
190
+ 5.05%
$98.91 - $134.91 $18.8K - $25.6K
3.95K $479K
XOM
Exxon Mobil Corp

Energy
40
+ 0.99%
$109.72 - $119.0 $4.39K - $4.76K
4.07K $477K
EPD
Enterprise Products Partners L.P.

Energy
400
+ 2.24%
$27.88 - $30.0 $11.2K - $12K
18.2K $530K
SRLN
Ssga Active Trust

ETFs
275
+ 2.05%
$40.93 - $41.85 $11.3K - $11.5K
13.7K $572K
LLY
Eli Lilly & CO

Healthcare
14
+ 3.04%
$772.14 - $960.02 $10.8K - $13.4K
475 $420K
OMFL
Invesco Exchange Traded Self I

ETFs
1
+ 0.03%
$47.65 - $52.99 $47.7 - $53
3.81K $202K
AVGE
American Centy ETF Tr Avantis
4
+ 0.01%
N/A
30.6K $0
CION
Cion Investment Corp

Financial Services
17
+ 0.08%
$11.55 - $12.46 $196 - $212
21.1K $251K
MRK
Merck & Co., Inc.

Healthcare
17
+ 0.91%
$111.15 - $128.97 $1.89K - $2.19K
1.89K $215K
DIS
Walt Disney CO

Communication Services
44
+ 0.58%
$85.6 - $98.61 $3.77K - $4.34K
7.62K $732K
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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