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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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 | 523k | $16M | -13% | Sep 2025 |
|
| Gts Securities | 20k | $605k | -82% | Sep 2025 |
|
| Belpointe Asset Management | 14k | $421k | -35% | Sep 2025 |
|
| FSA Advisors | 11k | $338k | -5% | Sep 2025 |
|
| Rogco | 1.1k | $33k | 100% | Sep 2025 |
|
| UBS Group | 339.00 | $10k | -79% | Sep 2025 |
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