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Collaborative Investmnt Ser shares owned by Sowell Financial Services

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RSEE) shares owned by Sowell Financial Services from 13F filings

Historical chart of Sowell Financial Services investment in Collaborative Investmnt Ser

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All positions including Collaborative Investmnt Ser held by Sowell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $369k 13k 27.80
2023-12-31 $347k 13k 26.14
2023-09-30 $329k 13k 24.78
2023-06-30 $332k 13k 26.56
2023-03-31 $313k 13k 25.04

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Sprott Physical Gold Tr Unit (PHYS)

View all positions for Sowell Financial Services

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