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 | $12M | 0% | Mar 2026 |
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| Gts Securities | 22k | $654k | 172% | Dec 2025 |
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| Brookwood Investment Group | 17k | $515k | 123% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 650.00 | $19k | 0% | Mar 2026 |
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| Farther Finance Advisors | 427.00 | $13k | -70% | 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 |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 17k | $514k |
| UBS Group | Dec 2025 | 135.00 | $4.0k |