First Tr Exchange-traded shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of First Tr Exchange-traded (KNG) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in First Tr Exchange-traded
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All positions including First Tr Exchange-traded held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.6M | 30k | 54.48 |
2024-06-30 | $1.5M | 29k | 50.52 |
2024-03-31 | $1.4M | 26k | 53.71 |
2023-12-31 | $1.0M | 19k | 51.68 |
2023-09-30 | $784k | 16k | 49.36 |
2023-06-30 | $687k | 13k | 52.85 |
2023-03-31 | $454k | 8.8k | 51.44 |
2022-12-31 | $433k | 8.5k | 51.09 |
2022-09-30 | $262k | 5.7k | 45.63 |
2022-06-30 | $256k | 5.2k | 49.16 |
2021-03-31 | $241k | 4.4k | 54.79 |
More positions owned by Collaborative Wealth Managment
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