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 |
|---|---|---|---|---|---|
| AE Wealth Management | 104k | $2.3M | -4% | Jun 2026 |
|
| Citadel Advisors | 15k | $324k | 7% | Jun 2026 |
|
| FSA Advisors | 9.6k | $214k | 0% | Jun 2026 |
|
| Morgan Stanley | 9.0k | $199k | -21% | Mar 2026 |
|
| Advisor Group Holdings | 3.6k | $80k | 0% | Jun 2026 |
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| UBS Group | 338.00 | $7.6k | 35% | Jun 2026 |
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| Mosley Wealth Management | 9.00 | $201.999600 | 29% | Jun 2026 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Mar 2026 | 24k | $525k |
| Key Capital Management | Mar 2026 | 615.00 | $13k |