Collaborative Wealth Managment Inc.'s ownership history for XLC

Collaborative Wealth Managment Inc. currently holds 1.8K shares with a market value of $214.5K. It started holding XLC on 2024-09-30. At its peak, it held 2.5K shares on 2024-09-30. Its highest holding value was $255.7K on 2025-06-30. At its lowest, it held 1.8K shares on 2025-09-30, with a value of $214.5K on 2025-09-30. In the recent 180 days, Collaborative Wealth Managment Inc. has decreased its shares by 418. In the recent year, Collaborative Wealth Managment Inc. has decreased its shares by 704.