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 | $805k | 33% | Sep 2025 |
|
| Advisor Group Holdings | 5.4k | $110k | 0% | Sep 2025 |
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| Sound Income Strategies | 506.00 | $11k | 100% | Sep 2025 |
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| UBS Group | 178.00 | $3.8k | -40% | Sep 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 |