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 | 723k | $17M | 15% | Mar 2026 |
|
| Independent Wealth Network | 265k | $6.1M | 24% | Mar 2026 |
|
| Astoria Portfolio Advisors | 205k | $4.9M | 76% | Mar 2026 |
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| Advisor Group Holdings | 78k | $1.9M | -43% | Dec 2025 |
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| Mml Investors Services | 78k | $1.8M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 72k | $1.7M | 85% | Mar 2026 |
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| Private Advisor | 60k | $1.4M | -2% | Mar 2026 |
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| Oregon Pacific Wealth Management | 31k | $713k | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 27k | $630k | 12% | Mar 2026 |
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| Puff Wealth Management | 23k | $555k | 100% | Dec 2025 |
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| Latitude Advisors | 21k | $475k | 8% | Mar 2026 |
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| Noble Wealth Management PBC | 9.3k | $213k | 18% | Mar 2026 |
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| BlackRock | 2.0k | $46k | 0% | Mar 2026 |
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| AE Wealth Management | 5.00 | $115.000000 | 0% | Mar 2026 |
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