Collaborative Investmnt Ser shares owned by AE Wealth Management
Quarter-by-quarter ownership of Collaborative Investmnt Ser (RULE) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Collaborative Investmnt Ser
Tip: Access up to 7 years of quarterly data
All positions including Collaborative Investmnt Ser held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Collaborative Investmnt Ser by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.8M | 403k | 21.88 |
| 2024-06-30 | $14M | 623k | 21.68 |
| 2024-03-31 | $16M | 733k | 22.01 |
| 2023-12-31 | $26M | 1.2M | 20.74 |
| 2023-09-30 | $33M | 1.7M | 18.78 |
| 2023-06-30 | $36M | 1.8M | 19.92 |
| 2023-03-31 | $44M | 2.2M | 19.44 |
| 2022-12-31 | $60M | 3.1M | 19.55 |
| 2022-09-30 | $52M | 2.7M | 19.43 |
| 2022-06-30 | $55M | 2.7M | 20.31 |