Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: CNAV
- CUSIP Number: 19423l466
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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 | 448k | $14M | -14% | Dec 2025 |
|
| Gts Securities | 55k | $1.7M | 177% | Dec 2025 |
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| FSA Advisors | 11k | $339k | -2% | Dec 2025 |
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| Signal Advisors Wealth | 9.7k | $301k | 100% | Dec 2025 |
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| UBS Group | 555.00 | $17k | 64% | Dec 2025 |
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| Rogco | 545.00 | $17k | -50% | Dec 2025 |
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| Lloyd Advisory Services | 487.00 | $15k | 100% | Dec 2025 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Belpointe Asset Management | Sep 2025 | 14k | $421k |