COLLABORATIVE INVESTMNT SER's ticker is and the CUSIP is 19423L623. 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 2.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $36 | – | 1,410 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Authentikos Wealth Advisory, LLC | 1,024,398 | $20,078,201 | 20.32% |
AE Wealth Management LLC | 3,934,809 | $76,532,035 | 0.49% |
LifePro Asset Management | 12,734 | $249,586 | 0.18% |
Foundations Investment Advisors, LLC | 53,299 | $1,036,666 | 0.04% |
VitalStone Financial, LLC | 1,410 | $36 | 0.03% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
AMERIPRISE FINANCIAL INC | 7,507 | $223,811 | 0.00% |
UBS Group AG | 4,227 | $82,215 | 0.00% |