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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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 | 910k | $30M | -1% | Sep 2025 |
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| Clear Creek Financial Management | 201k | $6.6M | -20% | Sep 2025 |
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| Janney Montgomery Scott | 45k | $1.5M | 0% | Sep 2025 |
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| Gts Securities | 31k | $1.0M | 312% | Sep 2025 |
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| Ascension Capital Advisors | 22k | $715k | -1% | Sep 2025 |
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| Atria Investments | 19k | $627k | 17% | Sep 2025 |
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| Able Wealth Management | 13k | $417k | 30% | Sep 2025 |
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| Advisor Group Holdings | 1.4k | $43k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 589.00 | $20k | 100% | Sep 2025 |
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| Geneos Wealth Management | 250.00 | $8.3k | 0% | Sep 2025 |
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| UBS Group | 135.00 | $4.5k | -78% | Sep 2025 |
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| AE Wealth Management | 9.00 | $297.999900 | 0% | Sep 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 | Jun 2025 | 8.2k | $250k |
| Nova Wealth Management | Jun 2025 | 1.9k | $57k |
| Bartlett & Co. Wealth Management | Jun 2025 | 13.00 | $394.000100 |