Collaborative Wealth Managment Inc. Spdr Ser Tr Spdr Portfolio Tip Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 28,092 shares of SPIP stock, worth $711,851. This represents 0.34% of its overall portfolio holdings.
Number of Shares
28,092
Previous 36,604
23.25%
Holding current value
$711,851
Previous $930,000
20.65%
% of portfolio
0.34%
Previous 0.47%
Shares
12 transactions
Others Institutions Holding SPIP
# of Institutions
231Shares Held
21.6MCall Options Held
25.8KPut Options Held
8K-
Charles Schwab Investment Management Inc San Francisco, CA3.6MShares$91.3 Million0.02% of portfolio
-
State Street Corp Boston, MA1.86MShares$47.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.41MShares$35.8 Million0.02% of portfolio
-
Pure Financial Advisors, LLC1.16MShares$29.4 Million0.76% of portfolio
-
Cerity Partners LLC New York, NY889KShares$22.5 Million0.05% of portfolio