Collaborative Wealth Managment Inc.'s ownership history for PTY

Collaborative Wealth Managment Inc. currently holds 29.8K shares with a market value of $384.8K. It started holding PTY on 2024-09-30. At its peak, it held 30.5K shares on 2025-03-31. Its highest holding value was $440.5K on 2025-03-31. At its lowest, it held 29.0K shares on 2024-12-31, with a value of $384.8K on 2025-12-31. In the recent 180 days, Collaborative Wealth Managment Inc. has increased its shares by 0. In the recent year, Collaborative Wealth Managment Inc. has increased its shares by 865.