Collective Family Office LLC New Holdings in Q1 2024

Collective Family Office LLC

  • $305 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
10.7K
New
$102.54 - $108.16 $1.1M - $1.16M
10.7K $1.12M
XLE
Energy Sector Spdr

ETFs
5.5K
New
$79.91 - $94.41 $439K - $519K
5.5K $518K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.15K
New
$294.43 - $339.01 $339K - $390K
1.15K $387K
META
Meta Platforms, Inc.

Communication Services
579
New
$344.47 - $512.19 $199K - $297K
579 $281K
MU
Micron Technology Inc

Technology
2.08K
New
$79.5 - $119.25 $165K - $248K
2.08K $245K
KO
Coca Cola CO

Consumer Defensive
3.43K
New
$58.91 - $61.24 $202K - $210K
3.43K $209K
CL
Colgate Palmolive CO

Consumer Defensive
2.29K
New
$79.89 - $90.05 $183K - $206K
2.29K $206K
AMT
American Tower Corp

Real Estate
1.04K
New
$186.68 - $218.81 $194K - $228K
1.04K $205K
VDC
Vanguard Consumer Staples ETF

ETFs
1K
New
$189.57 - $204.14 $190K - $204K
1K $204K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
13.8K
New
$10.07 - $21.1 $139K - $291K
13.8K $150K
Activity Summary
Buys All Purchases 83 New Holdings 11 Increased Positions 72 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Collective Family Office LLC Portfolio

Follow Collective Family Office LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Collective Family Office LLC, based on Form 13F filings with the SEC.

News

Stay updated on Collective Family Office LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email