Who owns COLLABORATIVE INVESTMNT SER?

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Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Collaborative Investmnt Ser stock

Who bought or sold COLLABORATIVE INVESTMNT SER this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Belpointe Asset Management 846k $24M 20% Mar 2024
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Clear Creek Financial Management 234k $6.5M 2831% Mar 2024
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Ascension Capital Advisors 22k $603k 100% Mar 2024
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Sowell Financial Services 13k $369k 0% Mar 2024
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Susquehanna International 13k $361k 100% Mar 2024
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Advisor Group Holdings 250.00 $7.0k 0% Mar 2024
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SOA Wealth Advisors 109.00 $3.0k 0% Mar 2024
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UBS Group 35.00 $973.000000 -56% Mar 2024
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Who sold out of Collaborative Investmnt Ser?

Fund or Company Name Date Sold Shares Held Valued At
Gts Securities Dec 2023 10k $262k
Wells Fargo & Company Dec 2023 924.00 $24k