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Collaborative Investmnt Ser shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Collaborative Investmnt Ser (MOHR) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $513k 25k 20.67
2023-09-30 $445k 24k 18.38
2023-06-30 $2.0M 100k 19.80
2023-03-31 $1.0M 53k 19.45
2022-12-31 $649k 33k 19.60
2022-09-30 $8.0M 408k 19.58

More positions owned by Foundations Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Foundations Investment Advisors

Top funds holding Collaborative Investmnt Ser

AE Wealth Management
Authentikos Wealth Advisory
Foundations Investment Advisors
Gts Securities
Sound Income Strategies
UBS Group

View all funds holding Collaborative Investmnt Ser