Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: RDFI
- CUSIP Number: 19423l722
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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 | 574k | $14M | 1% | Dec 2024 |
|
| Wealthcare Advisory Partners | 117k | $2.8M | -4% | Dec 2024 |
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| Independent Wealth Network | 100k | $2.4M | 18% | Dec 2024 |
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| Clear Creek Financial Management | 48k | $1.1M | -2% | Dec 2024 |
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| Gts Securities | 34k | $797k | 205% | Dec 2024 |
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| Flow Traders US | 15k | $354k | 100% | Dec 2024 |
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| Astoria Portfolio Advisors | 13k | $314k | 100% | Dec 2024 |
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| Integrated Wealth Concepts | 11k | $266k | -7% | Dec 2024 |
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| Advisor Group Holdings | 1.2k | $31k | -58% | Dec 2024 |
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| Global Retirement Partners | 220.00 | $5.2k | 2% | Dec 2024 |
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| AE Wealth Management | 5.00 | $118.000000 | 100% | Dec 2024 |
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| Morgan Stanley | 1.00 | $25.000000 | 0% | Dec 2024 |
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