Collaborative Wealth Managment Inc. Select Sector Spdr Tr Communic Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 1,812 shares of XLC stock, worth $201,729. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,812
Previous 2,356
23.09%
Holding current value
$201,729
Previous $255,000
16.08%
% of portfolio
0.09%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding XLC
# of Institutions
1,303Shares Held
210MCall Options Held
1.73MPut Options Held
2.03M-
Bank Of America Corp Charlotte, NC44.9MShares$5 Billion0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY7.9MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA7.25MShares$807 Million0.17% of portfolio
-
Envestnet Asset Management Inc6.72MShares$748 Million0.25% of portfolio