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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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 |
|---|---|---|---|---|---|
| Belpointe Asset Management | 252k | $9.7M | 13% | Jun 2026 |
|
| AE Wealth Management | 85k | $3.3M | -4% | Jun 2026 |
|
| Gts Securities | 18k | $709k | -48% | Jun 2026 |
|
| Citadel Advisors | 18k | $680k | 100% | Jun 2026 |
|
| FSA Advisors | 6.8k | $262k | 0% | Jun 2026 |
|
| Key Capital Management | 560.00 | $22k | 0% | Jun 2026 |
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| Mercer Global Advisors | 520.00 | $20k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 162.00 | $6.2k | 100% | Jun 2026 |
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| Lloyd Advisory Services | 73.00 | $2.8k | 100% | Jun 2026 |
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| UBS Group | 65.00 | $2.5k | 983% | Jun 2026 |
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