Collaborative Wealth Managment Inc.'s ownership history for XLV

Collaborative Wealth Managment Inc. currently holds 4.1K shares with a market value of $600.3K. It started holding XLV on 2024-09-30. At its peak, it held 4.1K shares on 2026-03-31. Its highest holding value was $633.0K on 2025-12-31. At its lowest, it held 3.7K shares on 2025-03-31, with a value of $515.9K on 2025-06-30. In the recent 180 days, Collaborative Wealth Managment Inc. has increased its shares by 212. In the recent year, Collaborative Wealth Managment Inc. has increased its shares by 374.