Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: RTAI
- CUSIP Number: 19423l714
Tip: Access positions for across all investors
Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | $805k | 33% | Sep 2025 |
|
| Sanders Morris Harris | 20k | $431k | 100% | Sep 2025 |
|
| Advisor Group Holdings | 5.4k | $110k | 0% | Sep 2025 |
|
| Sound Income Strategies | 506.00 | $11k | 100% | Sep 2025 |
|
| UBS Group | 178.00 | $3.8k | -40% | Sep 2025 |
|
| Morgan Stanley | 1.00 | $25.000000 | 100% | Jun 2025 |
|