Collaborative Wealth Managment Inc. Purchases in Q3 2024

Collaborative Wealth Managment Inc.

Stock	Shares change	Price Range	Shares Held
XLK Technology Sector Spdr ETFs	165 + 3.65%	$197.34 - $237.68 $32.6K - $39.2K	4.68K $1.06M
AGGY Wisdomtree Yield Enhanced U.S. ETFs	606 + 12.75%	$42.76 - $45.16 $25.9K - $27.4K	5.36K $239K
SPAB Spdr Portfolio Aggregate Bond ETFs	571 + 3.71%	$24.86 - $26.33 $14.2K - $15K	16K $417K
GSY Invesco Actively Mngd ETF Tr U ETFs	419 + 2.52%	$49.9 - $50.37 $20.9K - $21.1K	17.1K $856K
XLC Select Sector Spdr Tr Communic ETFs	136 + 5.71%	$82.16 - $90.4 $11.2K - $12.3K	2.52K $227K
VUG Vanguard Growth ETF ETFs	26 + 2.4%	$341.08 - $391.94 $8.87K - $10.2K	1.11K $425K
NVDA Nvidia Corp Technology	190 + 5.05%	$98.91 - $134.91 $18.8K - $25.6K	3.95K $479K
XOM Exxon Mobil Corp Energy	40 + 0.99%	$109.72 - $119.0 $4.39K - $4.76K	4.07K $477K
EPD Enterprise Products Partners L.P. Energy	400 + 2.24%	$27.88 - $30.0 $11.2K - $12K	18.2K $530K
SRLN Ssga Active Trust ETFs	275 + 2.05%	$40.93 - $41.85 $11.3K - $11.5K	13.7K $572K
LLY Eli Lilly & CO Healthcare	14 + 3.04%	$772.14 - $960.02 $10.8K - $13.4K	475 $420K
OMFL Invesco Exchange Traded Self I ETFs	1 + 0.03%	$47.65 - $52.99 $47.7 - $53	3.81K $202K
AVGE American Centy ETF Tr Avantis	4 + 0.01%	N/A	30.6K $0
Simplify Exchange Traded Fun	11K New	N/A	11K $0
CION Cion Investment Corp Financial Services	17 + 0.08%	$11.55 - $12.46 $196 - $212	21.1K $251K
MRK Merck & Co., Inc. Healthcare	17 + 0.91%	$111.15 - $128.97 $1.89K - $2.19K	1.89K $215K
DIS Walt Disney CO Communication Services	44 + 0.58%	$85.6 - $98.61 $3.77K - $4.34K	7.62K $732K

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