Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: GHTA
- CUSIP Number: 19423l573
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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 | 414k | $11M | -41% | Mar 2024 |
|
| SOA Wealth Advisors | 165.00 | $4.5k | 0% | Mar 2024 |
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| Global Retirement Partners | 141.00 | $3.9k | 0% | Mar 2024 |
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| AdvisorNet Financial | 36.00 | $986.000400 | 0% | Mar 2024 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Dec 2023 | 16k | $443k |
| Stonebridge Capital Advisors | Sep 2023 | 500.00 | $13k |
| UBS Group | Dec 2023 | 296.00 | $8.2k |