Collaborative Wealth Managment Inc. Wisdomtree U.S. High Yield Cor Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Wisdomtree U.S. High Yield Cor stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 82,320 shares of WFHY stock, worth $3.78 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
82,320
Previous 120,967
31.95%
Holding current value
$3.78 Million
Previous $5.48 Million
33.02%
% of portfolio
1.84%
Previous 2.81%
Shares
11 transactions
Others Institutions Holding WFHY
# of Institutions
54Shares Held
4.14MCall Options Held
0Put Options Held
0-
Cwm, LLC1.65MShares$75.7 Million0.35% of portfolio
-
Bank Of America Corp Charlotte, NC632KShares$29 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ206KShares$9.43 Million0.02% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL167KShares$7.68 Million3.7% of portfolio
-
Leo Wealth, LLC Hurst, TX156KShares$7.15 Million0.71% of portfolio