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 |
|---|---|---|---|---|---|
| Gts Securities | 19k | $386k | 35% | Mar 2026 |
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| Advisor Group Holdings | 5.4k | $112k | 0% | Mar 2026 |
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| UBS Group | 627.00 | $13k | 88% | Mar 2026 |
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| Sound Income Strategies | 506.00 | $11k | 0% | Mar 2026 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Belpointe Asset Management | Mar 2026 | 43k | $887k |
| Sanders Morris Harris | Mar 2026 | 18k | $370k |