Collective Family Office LLC Portfolio Holdings
Collective Family Office LLC
- $305 Million
- Q1 2024
Collective Family Office LLC has filed its 13F form on April 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $305 Million distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan Tr Mun ETF (De) with a value of $18.2M, Invesco Et Self Idxd Fd Tr Bul with a value of $10.2M, American Centy ETF Tr Avantis with a value of $9.63M, Ishares Trust Ishares Pfd And with a value of $9.57M, and Vanguard Value ETF with a value of $9.41M.
Examining the 13F form we can see an increase of $22.6M in the current position value, from $282M to 305M.
Below you can find more details about Collective Family Office LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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