Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: RSEE
- CUSIP Number: 19423l540
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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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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 | 893k | $31M | -2% | Dec 2025 |
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| Clear Creek Financial Management | 197k | $6.8M | -2% | Dec 2025 |
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| Ascension Capital Advisors | 49k | $1.7M | 126% | Dec 2025 |
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| Janney Montgomery Scott | 43k | $1.5M | -3% | Dec 2025 |
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| Atria Investments | 19k | $650k | 0% | Dec 2025 |
|
| Able Wealth Management | 16k | $555k | 29% | Dec 2025 |
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| Gts Securities | 11k | $375k | -64% | Dec 2025 |
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| Advisor Group Holdings | 1.2k | $42k | -9% | Dec 2025 |
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| MAI Wealth Advisors | 589.00 | $20k | 0% | Dec 2025 |
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| Geneos Wealth Management | 250.00 | $8.6k | 0% | Dec 2025 |
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| UBS Group | 22.00 | $753.000600 | -84% | Dec 2025 |
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| AE Wealth Management | 9.00 | $307.999800 | 0% | Dec 2025 |
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