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 | 223k | $7.8M | 3% | Mar 2026 |
|
| AE Wealth Management | 88k | $3.1M | -1% | Mar 2026 |
|
| Gts Securities | 14k | $479k | 16% | Dec 2025 |
|
| FSA Advisors | 6.8k | $236k | -1% | Mar 2026 |
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| Key Capital Management | 561.00 | $20k | 100% | Mar 2026 |
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| 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 |
|---|---|---|---|
| Rogco | Dec 2025 | 373.00 | $13k |
| Lloyd Advisory Services | Dec 2025 | 55.00 | $1.9k |
| Morgan Stanley | Dec 2025 | 22.00 | $768.999000 |