Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: RULE
- CUSIP Number: 19423l581
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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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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 | 1.2M | $26M | -30% | Dec 2023 |
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Authentikos Wealth Advisory | 425k | $8.7M | -3% | Dec 2023 |
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Gts Securities | 21k | $437k | -53% | Dec 2023 |
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Foundations Investment Advisors | 19k | $391k | 0% | Dec 2023 |
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Sound Income Strategies | 1.5k | $32k | 100% | Mar 2024 |
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UBS Group | 198.00 | $4.0k | 100% | Dec 2023 |
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Who sold out of Collaborative Investmnt Ser?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jpmorgan Chase & Co | Sep 2023 | 2.9k | $54k |