Collaborative Investmnt Ser shares owned by AE Wealth Management
Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) 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 |
|---|---|---|---|
| 2025-09-30 | $121 | 5 | 24.20 |
| 2025-06-30 | $119 | 5 | 23.80 |
| 2025-03-31 | $13k | 561 | 23.66 |
| 2024-12-31 | $118 | 5 | 23.60 |