Collaborative Wealth Managment Inc.
Position in QIS — Simplify Multi-QIS Alternative ETF
CIK 1896419
LAKE MARY, FL
All Filings in QIS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 QIS | $201,978 | 9,185 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 QIS | $253,464 | 10,920 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 QIS | $290,142 | 11,844 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 QIS | $269,607 | 10,961 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||