Wells Fargo Adv Inc Opport Fund shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Wells Fargo Adv Inc Opport Fund (EAD) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Wells Fargo Adv Inc Opport Fund
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Quarterly reported holdings in Wells Fargo Adv Inc Opport Fund by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $119k | 17k | 7.13 |
| 2024-06-30 | $112k | 17k | 6.62 |
| 2024-03-31 | $112k | 17k | 6.64 |
| 2023-12-31 | $213k | 33k | 6.52 |
| 2023-09-30 | $212k | 35k | 6.10 |
| 2023-06-30 | $228k | 35k | 6.45 |
| 2023-03-31 | $224k | 35k | 6.33 |
| 2022-12-31 | $229k | 36k | 6.39 |
| 2022-09-30 | $232k | 37k | 6.21 |
| 2022-06-30 | $255k | 39k | 6.48 |
| 2021-12-31 | $378k | 41k | 9.16 |
| 2021-03-31 | $310k | 39k | 7.89 |
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