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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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 | 414k | $13M | 2% | Jun 2026 |
|
| Gts Securities | 16k | $460k | -29% | Mar 2026 |
|
| Brookwood Investment Group | 12k | $352k | -34% | Jun 2026 |
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| Federation des caisses Desjardins du Quebec | 650.00 | $19k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 356.00 | $11k | -1% | Mar 2026 |
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| AE Wealth Management | 6.00 | $178.000200 | 0% | Mar 2026 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Farther Finance Advisors | Mar 2026 | 427.00 | $13k |
| UBS Group | Dec 2025 | 135.00 | $4.0k |