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 | 464k | $11M | -10% | Sep 2025 |
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| Independent Wealth Network | 189k | $4.6M | 26% | Sep 2025 |
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| Advisor Group Holdings | 136k | $3.3M | 12% | Sep 2025 |
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| Wealthcare Advisory Partners | 127k | $3.1M | -2% | Sep 2025 |
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| Astoria Portfolio Advisors | 61k | $1.5M | 10% | Sep 2025 |
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| Private Advisor | 32k | $779k | 236% | Sep 2025 |
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| Integrated Wealth Concepts | 25k | $595k | 100% | Sep 2025 |
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| Cambridge Investment Research Advisors | 20k | $491k | 100% | Sep 2025 |
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| Latitude Advisors | 11k | $271k | 0% | Sep 2025 |
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| UBS Group | 35.00 | $849.999500 | -99% | Sep 2025 |
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| AE Wealth Management | 5.00 | $121.000000 | 0% | Sep 2025 |
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| Morgan Stanley | 1.00 | $31.000000 | 100% | Jun 2025 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ameritas Advisory Services | Jun 2025 | 791.00 | $19k |
| Nova Wealth Management | Jun 2025 | 552.00 | $13k |
| Bartlett & Co. Wealth Management | Jun 2025 | 10.00 | $238.000000 |