Who owns COLLABORATIVE INVESTMNT SER?

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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
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