Collaborative Wealth Managment Inc. Ishares Core High Dividend ETF Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 9,795 shares of HDV stock, worth $1.2 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
9,795
Previous 9,725
0.72%
Holding current value
$1.2 Million
Previous $1.14 Million
5.27%
% of portfolio
0.5%
Previous 0.51%
Shares
16 transactions
Others Institutions Holding HDV
# of Institutions
894Shares Held
43.1MCall Options Held
830KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC4.45MShares$544 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.32MShares$406 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.82MShares$345 Million0.11% of portfolio
-
Ubs Group Ag1.4MShares$171 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$168 Million0.03% of portfolio