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
AE Wealth Management 733k $16M -40% Mar 2024
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Authentikos Wealth Advisory 412k $9.1M -3% Mar 2024
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Gts Securities 40k $874k 85% Mar 2024
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Goldman Sachs Group 26k $579k 100% Mar 2024
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Foundations Investment Advisors 14k $300k -27% Mar 2024
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Oxford Wealth Group 12k $264k 100% Mar 2024
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Sound Income Strategies 1.5k $32k 100% Mar 2024
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UBS Group 98.00 $2.2k -51% Mar 2024
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Morgan Stanley 75.00 $1.7k 100% Mar 2024
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