Collaborative Wealth Managment Inc. SIMPLIFY EXCHANGE TRADED FUN Transaction History

Collaborative Wealth Managment Inc.

  • $207 Million
  • Q1 2025
Number of Shares
10,920
Previous 11,844 7.8%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
N/A
-924 Reduced 7.8%
10,920 $0
Q4 2024

Feb 10, 2025
BUY
N/A
883 Added 8.06%
11,844 $0
Q3 2024

Nov 12, 2024
BUY
N/A
10,961 New
10,961 $0
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