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 | 88k | $3.1M | -1% | Mar 2026 |
|
| Gts Securities | 35k | $1.2M | 159% | Mar 2026 |
|
| FSA Advisors | 6.8k | $236k | -1% | Mar 2026 |
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| Key Capital Management | 560.00 | $22k | 0% | Jun 2026 |
|
| UBS Group | 6.00 | $208.999800 | 50% | Mar 2026 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lloyd Advisory Services | Dec 2025 | 55.00 | $1.9k |
| Morgan Stanley | Dec 2025 | 22.00 | $768.999000 |