Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: RTAI
- CUSIP Number: 19423l714
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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 | 38k | $799k | 0% | Dec 2025 |
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| Gts Securities | 14k | $294k | 100% | Dec 2025 |
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| Advisor Group Holdings | 5.4k | $115k | 0% | Dec 2025 |
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| Sound Income Strategies | 506.00 | $11k | 0% | Dec 2025 |
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| UBS Group | 334.00 | $7.1k | 88% | Dec 2025 |
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| SageView Advisory Group | 104.00 | $2.2k | 100% | Dec 2025 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sanders Morris Harris | Sep 2025 | 20k | $431k |