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 | 414k | $13M | 2% | Jun 2026 |
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| Rock Creek Group | 53k | $1.6M | 100% | Jun 2026 |
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| Gts Securities | 22k | $667k | 40% | Jun 2026 |
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| Brookwood Investment Group | 12k | $352k | -34% | Jun 2026 |
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| Susquehanna International | 7.1k | $217k | 100% | Jun 2026 |
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| Federation des caisses Desjardins du Quebec | 650.00 | $20k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 70.00 | $2.2k | 100% | Jun 2026 |
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| UBS Group | 43.00 | $1.3k | 100% | Jun 2026 |
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| AE Wealth Management | 6.00 | $184.000200 | 0% | Jun 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 |
| MAI Wealth Advisors | Mar 2026 | 356.00 | $11k |