Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: NDOW
- CUSIP Number: 19423l458
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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 |
|---|---|---|---|---|---|
| Belpointe Asset Management | 1.9M | $50M | 8% | Sep 2025 |
|
| Gts Securities | 15k | $408k | -37% | Sep 2025 |
|
| AE Wealth Management | 13.00 | $351.999700 | 0% | Sep 2025 |
|
Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Nova Wealth Management | Jun 2025 | 425.00 | $11k |
| UBS Group | Jun 2025 | 415.00 | $11k |
| Bartlett & Co. Wealth Management | Jun 2025 | 26.00 | $674.999000 |