Collaborative Investmnt Ser shares owned by AE Wealth Management
Quarter-by-quarter ownership of Collaborative Investmnt Ser (RSEE) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Collaborative Investmnt Ser
Tip: Access up to 7 years of quarterly data
All positions including Collaborative Investmnt Ser held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Collaborative Investmnt Ser by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $297 | 9 | 33.11 |
| 2025-06-30 | $272 | 9 | 30.33 |
| 2025-03-31 | $248 | 9 | 27.56 |
| 2024-12-31 | $255 | 9 | 28.44 |