VitalStone Financial, LLC - COLLABORATIVE INVESTMNT SER ownership

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
VitalStone Financial, LLC ownership history of COLLABORATIVE INVESTMNT SER
ValueSharesWeighting
Q1 2023$361,4100.03%
Other shareholders
COLLABORATIVE INVESTMNT SER shareholders Q1 2023
NameSharesValueWeighting ↓
Authentikos Wealth Advisory, LLC 1,024,398$20,078,20120.32%
AE Wealth Management LLC 3,934,809$76,532,0350.49%
LifePro Asset Management 12,734$249,5860.18%
Foundations Investment Advisors, LLC 53,299$1,036,6660.04%
VitalStone Financial, LLC 1,410$360.03%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
AMERIPRISE FINANCIAL INC 7,507$223,8110.00%
UBS Group AG 4,227$82,2150.00%
View complete list of COLLABORATIVE INVESTMNT SER shareholders