Engrave Wealth Partners »

Collaborative Investmnt Ser shares owned by Engrave Wealth Partners

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RSEE) shares owned by Engrave Wealth Partners from 13F filings

Historical chart of Engrave Wealth Partners investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Engrave Wealth Partners 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 Engrave Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-03-31 $368k 15k 24.64
2022-12-31 $2.6M 105k 24.66
2022-09-30 $461k 19k 24.56

More positions owned by Engrave Wealth Partners

Exxon Mobil Corporation (XOM)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Sprott Physical Gold & Silve Tr Unit (CEF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Listed Fd Tr Horizon Kinetics (INFL)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Chevron Corporation (CVX)
Kraneshares Tr Quadrtc Int Rt (IVOL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vaneck Etf Trust Gold Miners Etf (GDX)

View all positions for Engrave Wealth Partners

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Clear Creek Financial Management
Janney Montgomery Scott
Gts Securities
Ascension Capital Advisors
Atria Investments
Able Wealth Management
Advisor Group Holdings
MAI Wealth Advisors
Geneos Wealth Management
UBS Group
AE Wealth Management

View all funds holding Collaborative Investmnt Ser