Who owns COLLABORATIVE INVESTMNT SER?

Tip: Access positions for across all investors

Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Belpointe Asset Management 278k $7.4M -4% Sep 2025
 View chart
Snowden Capital Advisors 76k $2.0M 0% Sep 2025
 View chart
Gts Securities 25k $675k 196% Sep 2025
 View chart
UBS Group 2.0k $53k -7% Sep 2025
 View chart
AE Wealth Management 5.00 $133.000000 0% Sep 2025
 View chart

Who sold out of Collaborative Investmnt Ser?

Fund or Company Name Date Sold Shares Held Valued At
Nova Wealth Management Jun 2025 281.00 $7.4k
Bartlett & Co. Wealth Management Jun 2025 12.00 $314.000400