Collective Family Office LLC Portfolio Holdings
Collective Family Office LLC
- $360 Million
- Q4 2024
Collective Family Office LLC has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $360 Million distributed in 164 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 $25.3M, Invesco Et Sf Idxd Fd Tr Bulle with a value of $15M, American Centy ETF Tr Avantis with a value of $14.4M, Schwab Fundamental U S Small C with a value of $13M, and Dimensional ETF Tr with a value of $12.1M.
Examining the 13F form we can see an decrease of $3.72M in the current position value, from $364M to 360M.
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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