Collaborative Investmnt Ser shares owned by AE Wealth Management
Quarter-by-quarter ownership of Collaborative Investmnt Ser (RTRE) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Collaborative Investmnt Ser
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Quarterly reported holdings in Collaborative Investmnt Ser by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $178 | 7 | 25.43 |
| 2025-06-30 | $176 | 7 | 25.14 |
| 2025-03-31 | $175 | 7 | 25.00 |
| 2024-12-31 | $173 | 7 | 24.71 |