Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: MOHR
- CUSIP Number: 19423l623
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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 |
|---|---|---|---|---|---|
| AE Wealth Management | 1.6M | $36M | -38% | Mar 2024 |
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| Authentikos Wealth Advisory | 858k | $19M | -3% | Mar 2024 |
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| Gts Securities | 32k | $697k | 48% | Mar 2024 |
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| Foundations Investment Advisors | 18k | $393k | -28% | Mar 2024 |
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| Oxford Wealth Group | 16k | $351k | 100% | Mar 2024 |
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| Citadel Advisors | 13k | $291k | 100% | Mar 2024 |
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| Goldman Sachs Group | 13k | $283k | 100% | Mar 2024 |
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| Sound Income Strategies | 1.9k | $41k | 100% | Mar 2024 |
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| Morgan Stanley | 51.00 | $1.7k | 100% | Mar 2024 |
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| UBS Group | 43.00 | $944.000500 | -86% | Mar 2024 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2023 | 18k | $358k |
| Susquehanna International | Sep 2023 | 17k | $313k |