Collaborative Wealth Managment Inc. SPYV Holdings History
Collaborative Wealth Managment Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Collaborative Wealth Managment Inc. held 189,130.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $9.66 Mil. This investment constitutes 4.52% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0.04% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2021Q1. And since then Collaborative Wealth Managment Inc. has made 11 purchases of SPYV, at an average price of $39.99, for a total of 194,552.00 shares. In addition, there have been 1 sales at an average price of $39.43 for 5,422.00 shares. Based on historical transaction data and SPYV's current price of $53.06, Collaborative Wealth Managment Inc.'s estimated gain on his SPYV holdings is $2.47 Mil, reflecting a 31.73% gain to date.
Collaborative Wealth Managment Inc. SPYV ($53.06) Holding Chart
Collaborative Wealth Managment Inc. SPYV ($53.06) 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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