Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: RULE
- CUSIP Number: 19423l581
Tip: Access positions for across all investors
Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop 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 |
---|---|---|---|---|---|
AE Wealth Management | 733k | $16M | -40% | Mar 2024 |
|
Authentikos Wealth Advisory | 412k | $9.1M | -3% | Mar 2024 |
|
Gts Securities | 40k | $874k | 85% | Mar 2024 |
|
Goldman Sachs Group | 26k | $579k | 100% | Mar 2024 |
|
Foundations Investment Advisors | 14k | $300k | -27% | Mar 2024 |
|
Oxford Wealth Group | 12k | $264k | 100% | Mar 2024 |
|
Sound Income Strategies | 1.5k | $32k | 100% | Mar 2024 |
|
UBS Group | 98.00 | $2.2k | -51% | Mar 2024 |
|
Morgan Stanley | 75.00 | $1.7k | 100% | Mar 2024 |
|