Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: BEGS
- CUSIP Number: 19423l433
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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 |
|---|---|---|---|---|---|
| Belpointe Asset Management | 63k | $2.4M | 0% | Sep 2025 |
|
| Gts Securities | 5.2k | $201k | 100% | Sep 2025 |
|
| UBS Group | 1.00 | $39.000000 | 100% | Sep 2025 |
|
Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Nova Wealth Management | Jun 2025 | 199.00 | $5.7k |