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 Q1 2023. 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 Q1 2023
NameSharesValueWeighting ↓
Belpointe Asset Management LLC 1,003,141$29,626,0002.02%
SANDERS MORRIS HARRIS LLC 12,882$380,0000.07%
Arkadios Wealth Advisors 1,549$45,0000.01%
Newbridge Financial Services Group, Inc. 343$10,0000.01%
Private Advisor Group, LLC 22,352$660,0000.00%
Koshinski Asset Management, Inc. 716$21,146,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
American Portfolios Advisors 213$6,2910.00%
UBS Group AG 1,882$56,0000.00%
OSAIC HOLDINGS, INC. 1,130$33,0000.00%
View complete list of COLLABORATIVE INVESTMNT SER shareholders