Collaborative Wealth Managment Inc. Siren Divcon Leaders Dividend Transaction History

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Siren Divcon Leaders Dividend stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 7,222 shares of LEAD stock, worth $510,812. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,222
Previous 8,115 11.0%
Holding current value
$510,812
Previous $516,000 3.1%
% of portfolio
0.23%
Previous 0.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$62.93 - $69.43 $56,196 - $62,000
-893 Reduced 11.0%
7,222 $500,000
Q2 2024

Aug 09, 2024
BUY
$61.21 - $65.63 $367 - $393
6 Added 0.07%
8,115 $516,000
Q1 2024

May 10, 2024
SELL
$59.0 - $66.08 $17,346 - $19,427
-294 Reduced 3.5%
8,109 $535,000
Q4 2023

Feb 07, 2024
SELL
$52.15 - $60.93 $16,322 - $19,071
-313 Reduced 3.59%
8,403 $511,000
Q3 2023

Nov 09, 2023
BUY
$54.3 - $58.29 $760 - $816
14 Added 0.16%
8,716 $477,000
Q2 2023

Aug 07, 2023
BUY
$50.89 - $56.41 $1,730 - $1,917
34 Added 0.39%
8,702 $490,000
Q1 2023

May 08, 2023
SELL
$48.2 - $54.37 $4,627 - $5,219
-96 Reduced 1.1%
8,668 $460,000
Q4 2022

Feb 10, 2023
SELL
$45.13 - $52.51 $12,907 - $15,017
-286 Reduced 3.16%
8,764 $427,000
Q3 2022

Nov 14, 2022
BUY
$45.16 - $54.49 $28,044 - $33,838
621 Added 7.37%
9,050 $409,000
Q2 2022

Aug 15, 2022
BUY
$45.95 - $55.03 $89,097 - $106,703
1,939 Added 29.88%
8,429 $398,000
Q4 2021

Feb 11, 2022
SELL
$53.25 - $60.66 $357,360 - $407,089
-6,711 Reduced 50.84%
6,490 $392,000
Q1 2021

May 12, 2022
BUY
$45.84 - $49.81 $605,133 - $657,541
13,201 New
13,201 $726,000

Others Institutions Holding LEAD

# of Institutions
29
Shares Held
401K
Call Options Held
0
Put Options Held
0
View Full List

About SIREN DIVCON LEADERS DIVIDEND

LEAD Quotes by TradingView
  • Ticker LEAD
  • Sector ETFs
  • Industry ETFs
More about LEAD
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