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 |
|---|---|---|---|---|---|
| SageView Advisory Group | 15k | $340k | 100% | Dec 2023 |
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| Gts Securities | 9.4k | $214k | 100% | Dec 2023 |
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| Advisor Group Holdings | 886.00 | $20k | 100% | Dec 2023 |
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| UBS Group | 407.00 | $9.2k | -5% | Dec 2023 |
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| Global Retirement Partners | 207.00 | $4.7k | 0% | Dec 2023 |
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| SOA Wealth Advisors | 189.00 | $4.4k | 0% | Mar 2024 |
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| Wells Fargo & Company | 164.00 | $3.7k | 100% | Dec 2023 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Wealth Network | Dec 2023 | 38k | $860k |
| Jpmorgan Chase & Co | Sep 2023 | 240.00 | $5.1k |