Number of Shares
6,756.00
Current Holdings Value*
$329,830.00
% of Portfolio
0.15%
Total Estimate Gain
$6,891.12
% of Total Estimate Gain
1.97%

Collaborative Wealth Managment Inc.'s NEOS Nasdaq-100 Hedged Equity Income ETF Holding Summary

As of 2025-03-31, Collaborative Wealth Managment Inc. held 6,756.00 shares of NEOS Nasdaq-100 Hedged Equity Income ETF(QQQH), totaling $329,830.00. This investment constitutes 0.15% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0.11% of the outstanding NEOS Nasdaq-100 Hedged Equity Income ETF(QQQH) stock.

The initial trade took place in 2025Q1. And since then Collaborative Wealth Managment Inc. has made 1 purchases of QQQH, at an average price of $51.72, for a total of 6,756.00 shares. Based on historical transaction data and QQQH's current price of $52.74, Collaborative Wealth Managment Inc.'s estimated gain on his QQQH holdings is $6,891.12, reflecting a 1.97% gain to date.

Collaborative Wealth Managment Inc. QQQH ($52.74) Holding Chart

Collaborative Wealth Managment Inc. QQQH ($52.74) 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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