Collaborative Wealth Managment Inc. Sells in Q3 2024

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-200
- 2.03%
$61.47 - $67.36 $12.3K - $13.5K
9.64K $648K
VHT
Vanguard Health Care ETF

ETFs
-38
- 1.83%
$261.88 - $288.1 $9.95K - $10.9K
2.04K $574K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-3.38K
- 2.67%
$2.02 - $2.27 $6.83K - $7.67K
123K $279K
VFH
Vanguard Financial ETF

ETFs
-88
- 2.56%
$99.27 - $111.21 $8.74K - $9.79K
3.35K $368K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-234
- 2.05%
$50.37 - $55.21 $11.8K - $12.9K
11.2K $607K
VONV
Vanguard Russell 1000 Value Et

ETFs
-104
- 2.07%
$76.07 - $83.33 $7.91K - $8.67K
4.91K $409K
RWR
Spdr Dow Jones Reit ETF

ETFs
-45
- 2.02%
$92.36 - $108.47 $4.16K - $4.88K
2.19K $233K
META
Meta Platforms, Inc.

Communication Services
-6
- 1.36%
$453.41 - $572.44 $2.72K - $3.43K
436 $249K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-26
- 0.34%
$39.47 - $49.4 $1.03K - $1.28K
7.71K $366K
VT
Vanguard Total World Stk Index

ETFs
-50
- 1.02%
$107.72 - $119.96 $5.39K - $6K
4.86K $581K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-45
- 4.42%
$405.19 - $478.57 $18.2K - $21.5K
973 $447K
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
-790
- 2.15%
$64.43 - $67.09 $50.9K - $53K
36K $2.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-64
- 2.69%
$517.38 - $573.86 $33.1K - $36.7K
2.32K $1.33M
DIAL
Columbia ETF Tr I Diversified

ETFs
-74
- 0.14%
$17.48 - $18.51 $1.29K - $1.37K
51K $942K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-170
- 1.5%
$75.88 - $83.21 $12.9K - $14.1K
11.1K $927K
MGV
Vanguard Mega Cap Value

ETFs
-87
- 1.5%
$118.0 - $128.28 $10.3K - $11.2K
5.72K $733K
XLF
Financial Sector Spdr

ETFs
-284
- 1.99%
$40.84 - $45.74 $11.6K - $13K
14K $634K
VBR
Vanguard Small Cap Value ETF

ETFs
-20
- 0.68%
$179.99 - $201.6 $3.6K - $4.03K
2.9K $582K
VTI
Vanguard Total Stock Market Et

ETFs
-342
- 3.63%
$255.18 - $283.2 $87.3K - $96.9K
9.09K $2.57M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-36
- 0.38%
$71.86 - $78.56 $2.59K - $2.83K
9.42K $740K
VOE
Vanguard Mid Cap Value Index F

ETFs
-60
- 1.52%
$149.02 - $167.67 $8.94K - $10.1K
3.89K $651K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-161
- 0.76%
$46.17 - $51.13 $7.43K - $8.23K
21K $1.07M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-29
- 0.27%
$117.9 - $128.2 $3.42K - $3.72K
10.7K $1.37M
TSLA
Tesla, Inc.

Consumer Cyclical
-28
- 1.06%
$191.76 - $263.26 $5.37K - $7.37K
2.61K $683K
FDL
First Tr Morningstar Dividend

ETFs
-1.78K
- 3.01%
$37.66 - $42.06 $67K - $74.9K
57.3K $2.4M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-114
- 0.53%
$102.5 - $112.27 $11.7K - $12.8K
21.4K $2.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-824
- 2.21%
$38.04 - $45.36 $31.3K - $37.4K
36.5K $1.63M
XLU
Utilities Sector Spdr

ETFs
-1.62K
- 4.42%
$67.67 - $80.78 $110K - $131K
35.1K $2.83M
AAPL
Apple Inc.

Technology
-72
- 0.27%
$207.23 - $234.82 $14.9K - $16.9K
26.4K $6.16M
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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