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Collaborative Investmnt Ser shares owned by Independent Wealth Network

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Independent Wealth Network from 13F filings

Historical chart of Independent Wealth Network investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Independent Wealth Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.0M 44k 23.21
2024-03-31 $888k 38k 23.32
2023-12-31 $860k 38k 22.67
2023-09-30 $774k 37k 21.12
2023-06-30 $740k 33k 22.49
2023-03-31 $504k 22k 22.72
2022-12-31 $425k 19k 22.51
2022-09-30 $357k 16k 22.00
2022-06-30 $290k 12k 23.56
2022-03-31 $235k 9.3k 25.39

More positions owned by Independent Wealth Network

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Caterpillar (CAT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Lt Usdb Etf (ILTB)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Dimensional Etf Trust Us Equity Etf (DFUS)
Pacer Fds Tr Pac Asset Fltg (FLRT)

View all positions for Independent Wealth Network

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Independent Wealth Network
Advisor Group Holdings
Global Retirement Partners

View all funds holding Collaborative Investmnt Ser