COLLABORATIVE INVESTMNT SER's ticker is RDFI and the CUSIP is 19423L722. A total of 8 filers reported holding COLLABORATIVE INVESTMNT SER in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,081 | -20.1% | 430 | -14.0% | 0.00% | – |
| Q1 2023 | $11,361 | -82.7% | 500 | -82.8% | 0.00% | – |
| Q4 2022 | $65,549 | +162.2% | 2,912 | +172.7% | 0.00% | – |
| Q2 2022 | $25,000 | -43.2% | 1,068 | -31.6% | 0.00% | – |
| Q4 2021 | $44,000 | -21.4% | 1,562 | -17.0% | 0.00% | – |
| Q3 2021 | $56,000 | – | 1,882 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Belpointe Asset Management LLC | 1,003,141 | $29,626,000 | 2.02% |
| SANDERS MORRIS HARRIS LLC | 12,882 | $380,000 | 0.07% |
| Arkadios Wealth Advisors | 1,549 | $45,000 | 0.01% |
| Newbridge Financial Services Group, Inc. | 343 | $10,000 | 0.01% |
| Private Advisor Group, LLC | 22,352 | $660,000 | 0.00% |
| Koshinski Asset Management, Inc. | 716 | $21,146,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| American Portfolios Advisors | 213 | $6,291 | 0.00% |
| UBS Group AG | 1,882 | $56,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 1,130 | $33,000 | 0.00% |