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 | 43k | $887k | 14% | Mar 2026 |
|
| Sanders Morris Harris | 18k | $370k | 100% | Mar 2026 |
|
| Gts Securities | 14k | $294k | 100% | Dec 2025 |
|
| Advisor Group Holdings | 5.4k | $115k | 0% | Dec 2025 |
|
| UBS Group | 627.00 | $13k | 88% | Mar 2026 |
|
| Sound Income Strategies | 506.00 | $11k | 0% | Mar 2026 |
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| SageView Advisory Group | 104.00 | $2.2k | 100% | Dec 2025 |
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