Collaborative Wealth Managment Inc. SPMB Holdings History
Collaborative Wealth Managment Inc.'s SPDR Portfolio Mortgage Backed Bond ETF Holding Summary
As of 2025-03-31, Collaborative Wealth Managment Inc. held 329,862.00 shares of SPDR Portfolio Mortgage Backed Bond ETF(SPMB), totaling $7.27 Mil. This investment constitutes 3.4% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0.12% of the outstanding SPDR Portfolio Mortgage Backed Bond ETF(SPMB) stock.
The initial trade took place in 2021Q1. And since then Collaborative Wealth Managment Inc. has made 9 purchases of SPMB, at an average price of $21.95, for a total of 340,468.00 shares. In addition, there have been 3 sales at an average price of $22.98 for 10,606.00 shares. Based on historical transaction data and SPMB's current price of $21.86, Collaborative Wealth Managment Inc.'s estimated gain on his SPMB holdings is $-17,278.00, reflecting a -0.23% gain to date.
Collaborative Wealth Managment Inc. SPMB ($21.86) Holding Chart
Collaborative Wealth Managment Inc. SPMB ($21.86) 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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