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Collaborative Investmnt Ser shares owned by AE Wealth Management

Quarter-by-quarter ownership of Collaborative Investmnt Ser shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $12M 460k 26.30
2024-03-31 $14M 516k 26.49

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View all positions for AE Wealth Management