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Collaborative Investmnt Ser shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Collaborative Investmnt Ser by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 123k 25.24

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Wealthcare Advisory Partners
Independent Wealth Network
Clear Creek Financial Management
Integrated Wealth Concepts
Advisor Group Holdings
Global Retirement Partners

View all funds holding Collaborative Investmnt Ser