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| Name: |
Collaborative Wealth Managment Inc. |
| City: |
LAKE MARY |
| State: |
FL |
| Zip: |
32746 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
8 |
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Closed Positions |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
QEFA |
Spdr Msci Eafe Quality MixA |
173 |
Closed |
$78.00 |
$0 |
0 |
0% |
-252,000 |
-3,450 |
0 |
N/A |
|
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BA |
Boeing Co |
179 |
Closed |
$184.95 |
$0 |
0 |
0% |
-219,000 |
-841 |
0 |
Aerospace/Defense - M... |
|
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FSK |
Fs Kkr Capital Inc |
178 |
Closed |
$4.20 |
$0 |
0 |
0% |
-201,000 |
-10,056 |
0 |
N/A |
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TIP |
iShares Lehman TIPS Bond |
177 |
Closed |
$106.58 |
$0 |
0 |
0% |
-207,000 |
-1,924 |
0 |
Closed - End Fund - E... |
|
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NXP |
Nuveen Select Tax Free Inco... |
176 |
Closed |
$14.35 |
$0 |
0 |
0% |
-171,000 |
-11,561 |
0 |
Closed - End Fund - Debt |
|
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VIOV |
Vanguard S&p Small Cap ... |
175 |
Closed |
$87.61 |
$0 |
0 |
0% |
-215,000 |
-2,432 |
0 |
N/A |
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GLD |
streetTRACKS Gold Trust |
174 |
Closed |
$223.66 |
$0 |
0 |
0% |
-207,000 |
-1,083 |
0 |
Closed - End Fund - E... |
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EES |
WisdomTree SmallCap Earnings |
180 |
Closed |
$49.43 |
$0 |
0 |
0% |
-222,000 |
-4,451 |
0 |
Closed - End Fund - Debt |
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