Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: MFUL
- CUSIP Number: 19423l615
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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 |
|---|---|---|---|---|---|
| Elevation Capital Advisory | 890k | $20M | -19% | Sep 2025 |
|
| AE Wealth Management | 145k | $3.2M | -5% | Sep 2025 |
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| Gts Securities | 26k | $577k | -39% | Sep 2025 |
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| Citadel Advisors | 15k | $321k | -39% | Sep 2025 |
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| FSA Advisors | 9.4k | $208k | 0% | Sep 2025 |
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| Advisor Group Holdings | 5.4k | $119k | 100% | Sep 2025 |
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| Rogco | 1.1k | $25k | 100% | Sep 2025 |
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| Morgan Stanley | 1.00 | $22.000000 | 100% | Jun 2025 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2025 | 9.5k | $206k |
| UBS Group | Jun 2025 | 3.5k | $76k |
| Ameritas Advisory Services | Jun 2025 | 24.00 | $517.000800 |