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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Belpointe Asset Management LLC | 347,090 | $7,329,972 | 0.76% |
| Independent Wealth Network Inc. | 36,670 | $774,408 | 0.48% |
| SANDERS MORRIS HARRIS LLC | 11,025 | $232,829 | 0.05% |
| SOA Wealth Advisors, LLC. | 189 | $3,991 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| JPMORGAN CHASE & CO | 240 | $5,068 | 0.00% |
| Global Retirement Partners, LLC | 207 | $4,284 | 0.00% |
| UBS Group AG | 430 | $9,081 | 0.00% |