CUSIP 19423L474
COLLABORATIVE INVESTMNT SER
4 institutions · $12.5M total · 476,894 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 459,807 | $12.1M | 96.41% | 2024-06-30 |
| 2 | GTS SECURITIES LLC | 16,990 | $446.8K | 3.56% | 2024-06-30 |
| 3 | UBS Group AG | 97 | $2.6K | 0.02% | 2024-06-30 |
| 4 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2024-06-30 |