SOA Wealth Advisors, LLC. - COLLABORATIVE INVESTMNT SER ownership

COLLABORATIVE INVESTMNT SER's ticker is RDFI and the CUSIP is 19423L722. A total of 8 filers reported holding COLLABORATIVE INVESTMNT SER in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of COLLABORATIVE INVESTMNT SER
ValueSharesWeighting
Q3 2023$3,991
-6.1%
1890.0%0.00%0.0%
Q2 2023$4,250
-1.0%
1890.0%0.00%0.0%
Q1 2023$4,295
+0.9%
1890.0%0.00%0.0%
Q4 2022$4,2551890.00%
Other shareholders
COLLABORATIVE INVESTMNT SER shareholders Q4 2022
NameSharesValueWeighting ↓
Belpointe Asset Management LLC 644,605$16,393,0000.99%
Independent Wealth Network Inc. 9,257$235,0000.15%
SANDERS MORRIS HARRIS LLC 11,025$280,0000.06%
Cetera Investment Advisers 13,678$348,0000.01%
Newbridge Financial Services Group, Inc. 365$9,0000.00%
Private Advisor Group, LLC 11,280$287,0000.00%
Koshinski Asset Management, Inc. 746$18,981,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
American Portfolios Advisors 247$6,2810.00%
OSAIC HOLDINGS, INC. 8$00.00%
View complete list of COLLABORATIVE INVESTMNT SER shareholders