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 | 116k | $4.0M | -2% | Jun 2026 |
|
| FSA Advisors | 6.0k | $206k | 100% | Jun 2026 |
|
| Key Capital Management | 799.00 | $28k | 0% | Jun 2026 |
|
| Lloyd Advisory Services | 98.00 | $3.4k | 100% | Jun 2026 |
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| Mosley Wealth Management | 6.00 | $205.999800 | 0% | Jun 2026 |
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| Morgan Stanley | 1.00 | $24.000000 | 0% | Mar 2026 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Mar 2026 | 14k | $319k |
| UBS Group | Mar 2026 | 110.00 | $2.6k |