Collaborative Wealth Managment Inc.'s ownership history for CVIE

Collaborative Wealth Managment Inc. currently holds 2.8K shares with a market value of $205.4K. It started holding CVIE on 2025-09-30. At its peak, it held 3.0K shares on 2025-09-30. Its highest holding value was $213.5K on 2025-12-31. At its lowest, it held 2.8K shares on 2026-03-31, with a value of $204.7K on 2025-09-30. In the recent 180 days, Collaborative Wealth Managment Inc. has decreased its shares by 174.