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 | 440k | $21M | -1% | Jun 2026 |
|
| Maridea Wealth Management | 34k | $1.6M | 100% | Jun 2026 |
|
| FSA Advisors | 11k | $518k | -3% | Jun 2026 |
|
| Signal Advisors Wealth | 9.7k | $466k | 0% | Jun 2026 |
|
| Gts Securities | 6.7k | $319k | -24% | Jun 2026 |
|
| CMC Financial Group | 5.7k | $273k | 100% | Jun 2026 |
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| Key Capital Management | 2.4k | $114k | 0% | Jun 2026 |
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| Lloyd Advisory Services | 579.00 | $28k | 100% | Jun 2026 |
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| UBS Group | 3.00 | $144.000000 | -99% | Jun 2026 |
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