SOA Wealth Advisors »

Collaborative Investmnt Ser shares owned by SOA Wealth Advisors

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RSEE) 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 $3.0k 109 27.81
2023-12-31 $2.8k 109 26.11
2023-09-30 $2.7k 109 24.76
2023-06-30 $2.9k 109 26.57
2023-03-31 $2.7k 109 25.02
2022-12-31 $2.6k 109 23.89

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

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

View all funds holding Collaborative Investmnt Ser