Collaborative Wealth Managment Inc. SIMPLIFY EXCHANGE TRADED FUN Transaction History

Collaborative Wealth Managment Inc.

  • $222 Million
  • Q2 2025
Number of Shares
9,185
Previous 10,920 15.89%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-1,735 Reduced 15.89%
9,185 $0
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
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