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 | 117k | $2.8M | -3% | Mar 2026 |
|
| Gts Securities | 24k | $552k | 100% | Dec 2025 |
|
| Key Capital Management | 799.00 | $19k | 100% | Mar 2026 |
|
| UBS Group | 110.00 | $2.6k | 1471% | Mar 2026 |
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| Mosley Wealth Management | 6.00 | $136.999800 | 100% | Mar 2026 |
|
| 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 |
|---|---|---|---|
| Rogco | Dec 2025 | 580.00 | $13k |
| Lloyd Advisory Services | Dec 2025 | 85.00 | $1.9k |