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Collaborative Investmnt Ser shares owned by Global Retirement Partners

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8k 207 23.32
2023-12-31 $4.7k 207 22.71
2023-09-30 $4.3k 207 20.70
2023-06-30 $4.7k 207 22.49
2023-03-31 $4.6k 207 22.20
2022-12-31 $4.7k 207 22.51
2022-09-30 $4.0k 207 19.32

More positions owned by Global Retirement Partners

Arthur J. Gallagher & Co. (AJG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Global Retirement Partners

Top funds holding Collaborative Investmnt Ser

SageView Advisory Group
Gts Securities
Advisor Group Holdings
UBS Group
Global Retirement Partners
SOA Wealth Advisors
Wells Fargo & Company

View all funds holding Collaborative Investmnt Ser