Coordinated Financial Services, Inc./CO

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 22, 2024
Value $
$117M
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
4643 S. Ulster St.,, Ste, 960, Denver, CO
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 129 $117M +$6.03M -$4.61M +$1.41M IVV, SPY, VTI, QQQ, SCHD 13F-HR 7/22/2024, 12:29 PM
Q1 2024 132 $115M $0 $0 IVV, SPY, VTI, QQQ, SCHD 13F-HR 5/10/2024, 01:42 PM