Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: GHTA
- CUSIP Number: 19423l573
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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 | 406k | $13M | 2% | Sep 2025 |
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| Susquehanna International | 17k | $514k | 33% | Sep 2025 |
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| Gts Securities | 8.0k | $249k | 100% | Sep 2025 |
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| Ethos Financial Group | 6.5k | $202k | 100% | Sep 2025 |
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| Farther Finance Advisors | 1.7k | $52k | 100% | Sep 2025 |
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| Federation des caisses Desjardins du Quebec | 650.00 | $20k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 361.00 | $11k | 100% | Sep 2025 |
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| UBS Group | 272.00 | $8.4k | -82% | Sep 2025 |
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| AE Wealth Management | 6.00 | $186.000000 | 0% | Sep 2025 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Snowden Capital Advisors | Jun 2025 | 30k | $916k |
| Brookwood Investment Group | Jun 2025 | 16k | $484k |
| Nova Wealth Management | Jun 2025 | 400.00 | $12k |
| Bartlett & Co. Wealth Management | Jun 2025 | 7.00 | $213.999800 |