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Collaborative Investmnt Ser shares owned by Astoria Portfolio Advisors

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Astoria Portfolio Advisors from 13F filings

Historical chart of Astoria Portfolio Advisors investment in Collaborative Investmnt Ser

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

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Quarterly reported holdings in Collaborative Investmnt Ser by Astoria Portfolio Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 61k 24.19
2025-06-30 $1.3M 56k 23.56
2025-03-31 $461k 20k 22.84
2024-12-31 $314k 13k 23.42

More positions owned by Astoria Portfolio Advisors

Ea Series Trust Astoria Us Quali (GQQQ)
Ea Series Trust Ea Astoria Dynmc (AGGA)
Investment Managers Ser Tr I Astoria Real (PPI)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Bank of America Corporation (BAC)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Doubleline Etf Trust Mortgage Etf (DMBS)
Ssga Active Tr Spdr Bridgewater (ALLW)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Collaborative Investmnt Ser Rareview Totl Rt (RTRE)

View all positions for Astoria Portfolio Advisors

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Independent Wealth Network
Advisor Group Holdings
Wealthcare Advisory Partners
Astoria Portfolio Advisors
Private Advisor
Integrated Wealth Concepts
Cambridge Investment Research Advisors
Latitude Advisors
UBS Group
AE Wealth Management
Morgan Stanley

View all funds holding Collaborative Investmnt Ser