Collaborative Wealth Managment Inc. NUSI Holdings History
Collaborative Wealth Managment Inc.'s NEOS Nasdaq-100 Holding Summary
As of 2025-03-31, Collaborative Wealth Managment Inc. held - shares of NEOS Nasdaq-100(NUSI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0% of the outstanding NEOS Nasdaq-100(NUSI) stock.
The initial trade took place in 2021Q4. And since then Collaborative Wealth Managment Inc. has made 1 purchases of NUSI, at an average price of $23.59, for a total of 33,310.00 shares. In addition, there have been 3 sales at an average price of $28.44 for 33,310.00 shares. Based on historical transaction data and NUSI's current price of $26.78, Collaborative Wealth Managment Inc.'s estimated gain on his NUSI holdings is $161,453.54, reflecting a 20.54% gain to date.
Collaborative Wealth Managment Inc. NUSI ($26.78) Holding Chart
Collaborative Wealth Managment Inc. NUSI ($26.78) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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