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 | 446k | $14M | 0% | Mar 2026 |
|
| Gts Securities | 55k | $1.7M | 177% | Dec 2025 |
|
| FSA Advisors | 11k | $346k | 1% | Mar 2026 |
|
| Signal Advisors Wealth | 9.7k | $302k | 0% | Mar 2026 |
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| Key Capital Management | 2.4k | $74k | 100% | Mar 2026 |
|
| UBS Group | 252.00 | $7.8k | -55% | Mar 2026 |
|
Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Rogco | Dec 2025 | 545.00 | $17k |
| Lloyd Advisory Services | Dec 2025 | 487.00 | $15k |