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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

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

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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

Sowell Financial Services
Gts Securities
Clear Creek Financial Management
Wells Fargo & Company
Advisor Group Holdings
SOA Wealth Advisors
UBS Group

View all funds holding Collaborative Investmnt Ser