Collaborative Investmnt Ser shares owned by AE Wealth Management
Quarter-by-quarter ownership of Collaborative Investmnt Ser (MOHR) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Collaborative Investmnt Ser
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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 |
|---|---|---|---|
| 2023-12-31 | $54M | 2.6M | 20.50 |
| 2023-09-30 | $61M | 3.3M | 18.38 |
| 2023-06-30 | $66M | 3.3M | 19.80 |
| 2023-03-31 | $77M | 3.9M | 19.45 |
| 2022-12-31 | $101M | 5.1M | 19.60 |
| 2022-09-30 | $88M | 4.5M | 19.58 |
| 2022-06-30 | $84M | 4.1M | 20.58 |