Collaborative Wealth Managment Inc.

CIK
0001896419
City
LAKE MARY
State / Country
FL

Holdings in PCN

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $128,505 10,071
2025-09-30 $134,749 10,071
2025-06-30 $127,800 10,071
2025-03-31 $144,935 10,618
2024-12-31 $142,493 10,618
2024-09-30 $164,859 11,618
2024-06-30 $155,428 11,766
2024-03-31 $164,371 11,766
2023-12-31 $161,032 12,976
2023-09-30 $162,092 13,319
2023-06-30 $174,612 13,319
2023-03-31 $167,346 13,345
2022-12-31 $159,370 13,449
2022-09-30 $147,384 12,448
2022-06-30 $157,467 12,448
2021-12-31 $271,176 15,849
2021-03-31 $257,184 14,849