SOA Wealth Advisors »

Collaborative Investmnt Ser shares owned by SOA Wealth Advisors

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

Historical chart of SOA Wealth Advisors investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Collaborative Investmnt Ser by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4k 189 23.32
2023-12-31 $4.3k 189 22.67
2023-09-30 $4.0k 189 21.12
2023-06-30 $4.3k 189 22.49
2023-03-31 $4.3k 189 22.72
2022-12-31 $4.3k 189 22.51

More positions owned by SOA Wealth Advisors

Ishares Russell Top 200 Growth Etf Etf (IWY)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Corp Stock (MSFT)
Ishares Core Dividend Growth Etf Etf (DGRO)
Amazon Stock (AMZN)
Ishares Select Dividend Etf Etf (DVY)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Nvidia Corporation Stock (NVDA)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for SOA Wealth Advisors

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