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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Who bought or sold COLLABORATIVE INVESTMNT SER this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| AE Wealth Management | 114k | $2.5M | -22% | Dec 2025 |
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| Gts Securities | 36k | $784k | 38% | Dec 2025 |
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| Citadel Advisors | 15k | $321k | -39% | Sep 2025 |
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| FSA Advisors | 9.5k | $206k | 1% | Dec 2025 |
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| Advisor Group Holdings | 5.4k | $117k | 0% | Dec 2025 |
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| Rogco | 570.00 | $12k | -50% | Dec 2025 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elevation Capital Advisory | Sep 2025 | 890k | $20M |