Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: MOHR
- CUSIP Number: 19423l623
Tip: Access positions for across all investors
Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | 2.6M | $54M | -21% | Dec 2023 |
|
| Authentikos Wealth Advisory | 885k | $18M | -3% | Dec 2023 |
|
| Foundations Investment Advisors | 25k | $513k | 2% | Dec 2023 |
|
| Gts Securities | 22k | $428k | -69% | Dec 2023 |
|
| Sound Income Strategies | 1.9k | $41k | 100% | Mar 2024 |
|
| UBS Group | 303.00 | $6.0k | 100% | Dec 2023 |
|
Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2023 | 18k | $358k |
| Citadel Advisors | Sep 2023 | 16k | $301k |
| Flow Traders US | Sep 2023 | 16k | $300k |