Collaborative Investmnt Ser shares owned by AE Wealth Management
Quarter-by-quarter ownership of Collaborative Investmnt Ser (GHTA) 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
Download as csvQuarterly reported holdings in Collaborative Investmnt Ser by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $186 | 6 | 31.00 |
| 2025-06-30 | $183 | 6 | 30.50 |
| 2025-03-31 | $175 | 6 | 29.17 |
| 2024-12-31 | $169 | 6 | 28.17 |