COLLABORATIVE INVESTMNT SER's ticker is RDFI and the CUSIP is 19423L722. A total of 8 filers reported holding COLLABORATIVE INVESTMNT SER in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $23,590 | -1.0% | 1,049 | 0.0% | 0.00% | – |
Q1 2023 | $23,835 | +404.1% | 1,049 | +399.5% | 0.00% | – |
Q4 2022 | $4,728 | – | 210 | +2525.0% | 0.00% | – |
Q3 2022 | $0 | – | 8 | 0.0% | 0.00% | – |
Q2 2022 | $0 | – | 8 | 0.0% | 0.00% | – |
Q1 2022 | $0 | -100.0% | 8 | -99.0% | 0.00% | – |
Q4 2021 | $23,000 | -30.3% | 808 | -28.5% | 0.00% | – |
Q3 2021 | $33,000 | -84.4% | 1,130 | -84.1% | 0.00% | – |
Q2 2021 | $212,000 | – | 7,090 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Belpointe Asset Management LLC | 644,605 | $16,393,000 | 0.99% |
Independent Wealth Network Inc. | 9,257 | $235,000 | 0.15% |
SANDERS MORRIS HARRIS LLC | 11,025 | $280,000 | 0.06% |
Cetera Investment Advisers | 13,678 | $348,000 | 0.01% |
Newbridge Financial Services Group, Inc. | 365 | $9,000 | 0.00% |
Private Advisor Group, LLC | 11,280 | $287,000 | 0.00% |
Koshinski Asset Management, Inc. | 746 | $18,981,000 | 0.00% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
American Portfolios Advisors | 247 | $6,281 | 0.00% |
OSAIC HOLDINGS, INC. | 8 | $0 | 0.00% |