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 |
---|---|---|---|---|---|
Sowell Financial Services | 13k | $347k | 0% | Dec 2023 |
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Gts Securities | 10k | $262k | -54% | Dec 2023 |
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Clear Creek Financial Management | 8.0k | $208k | 100% | Dec 2023 |
|
Wells Fargo & Company | 924.00 | $24k | 100% | Dec 2023 |
|
Advisor Group Holdings | 250.00 | $6.5k | -50% | Dec 2023 |
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SOA Wealth Advisors | 109.00 | $3.0k | 0% | Mar 2024 |
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UBS Group | 80.00 | $2.1k | -71% | Dec 2023 |
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