Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: GHMS
- CUSIP Number: 19423l490
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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 |
|---|---|---|---|---|---|
| Belpointe Asset Management | 278k | $7.4M | -4% | Sep 2025 |
|
| Snowden Capital Advisors | 76k | $2.0M | 0% | Sep 2025 |
|
| Gts Securities | 25k | $675k | 196% | Sep 2025 |
|
| UBS Group | 2.0k | $53k | -7% | Sep 2025 |
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| AE Wealth Management | 5.00 | $133.000000 | 0% | Sep 2025 |
|
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 |