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Collaborative Investmnt Ser shares owned by Latitude Advisors

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RTRE) shares owned by Latitude Advisors from 13F filings

Historical chart of Latitude Advisors investment in Collaborative Investmnt Ser

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All positions including Collaborative Investmnt Ser held by Latitude Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Latitude Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $448k 18k 25.41
2025-06-30 $454k 18k 25.09
2025-03-31 $553k 22k 25.04
2024-12-31 $319k 13k 24.65

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Series Trust Portfolio S&p500 (SPLG)
Tyler Technologies (TYL)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Abbvie (ABBV)

View all positions for Latitude Advisors

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Astoria Portfolio Advisors
Hobbs Group Advisors
Citadel Advisors
Oregon Pacific Wealth Management
Independent Wealth Network
Latitude Advisors
Puff Wealth Management
AE Wealth Management

View all funds holding Collaborative Investmnt Ser