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 | 627k | $15M | 35% | Dec 2025 |
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| Independent Wealth Network | 214k | $5.1M | 13% | Dec 2025 |
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| Astoria Portfolio Advisors | 116k | $2.9M | 89% | Dec 2025 |
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| Advisor Group Holdings | 78k | $1.9M | -43% | Dec 2025 |
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| Private Advisor | 61k | $1.5M | 90% | Dec 2025 |
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| Cambridge Investment Research Advisors | 39k | $927k | 92% | Dec 2025 |
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| Integrated Wealth Concepts | 25k | $585k | 0% | Dec 2025 |
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| Puff Wealth Management | 23k | $555k | 100% | Dec 2025 |
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| Latitude Advisors | 19k | $457k | 71% | Dec 2025 |
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| Noble Wealth Management PBC | 7.8k | $188k | 100% | Dec 2025 |
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| BlackRock | 2.0k | $48k | 100% | Dec 2025 |
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| AE Wealth Management | 5.00 | $120.000000 | 0% | Dec 2025 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealthcare Advisory Partners | Sep 2025 | 127k | $3.1M |
| UBS Group | Sep 2025 | 35.00 | $849.999500 |