Collaborative Investmnt Ser shares owned by AE Wealth Management
Quarter-by-quarter ownership of Collaborative Investmnt Ser (MFUL) 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 csv
Download as Excel
Quarterly reported holdings in Collaborative Investmnt Ser by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $17M | 803k | 21.44 |
| 2024-03-31 | $21M | 973k | 21.37 |
| 2023-12-31 | $32M | 1.6M | 20.86 |
| 2023-09-30 | $52M | 2.5M | 21.22 |
| 2023-06-30 | $56M | 2.6M | 21.77 |
| 2023-03-31 | $66M | 3.1M | 21.55 |
| 2022-12-31 | $78M | 3.6M | 21.50 |
| 2022-09-30 | $67M | 3.1M | 21.42 |
| 2022-06-30 | $79M | 3.7M | 21.46 |