Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: SNAV
- CUSIP Number: 19423l524
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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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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 | 216k | $7.6M | 7% | Dec 2025 |
|
| AE Wealth Management | 89k | $3.1M | -14% | Dec 2025 |
|
| Gts Securities | 14k | $479k | 16% | Dec 2025 |
|
| FSA Advisors | 6.9k | $240k | -1% | Dec 2025 |
|
| Rogco | 373.00 | $13k | -50% | Dec 2025 |
|
| Lloyd Advisory Services | 55.00 | $1.9k | 100% | Dec 2025 |
|
| UBS Group | 4.00 | $140.000000 | 100% | Dec 2025 |
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