Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: RULE
- CUSIP Number: 19423l581
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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 |
|---|---|---|---|---|---|
| AE Wealth Management | 145k | $3.3M | -9% | Sep 2025 |
|
| Rogco | 1.2k | $27k | 100% | Sep 2025 |
|
| Morgan Stanley | 1.00 | $23.000000 | 100% | Jun 2025 |
|
Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Jun 2025 | 25k | $568k |
| UBS Group | Jun 2025 | 176.00 | $4.0k |
| Raymond James Financial | Jun 2025 | 60.00 | $1.4k |
| Ameritas Advisory Services | Jun 2025 | 35.00 | $784.000000 |