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Collaborative Investmnt Ser shares owned by Mml Investors Services

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Mml Investors Services from 13F filings

Historical chart of Mml Investors Services investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Mml Investors Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Mml Investors Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 78k 23.05

More positions owned by Mml Investors Services

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Mml Investors Services

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Independent Wealth Network
Astoria Portfolio Advisors
Advisor Group Holdings
Mml Investors Services
Cambridge Investment Research Advisors
Private Advisor
Oregon Pacific Wealth Management
Integrated Wealth Concepts
Puff Wealth Management
Latitude Advisors
Noble Wealth Management PBC
BlackRock
AE Wealth Management

View all funds holding Collaborative Investmnt Ser