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Collaborative Investmnt SER

Q1 2024 vs Q2 2024

Comparing institutional holders between quarters

Quarters

Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
AE Wealth Management LLC
DECREASED
Shares459,807 from 515,796
Change-55,989 (-11%)
Value$12.1M (-$1.6M)
Filed 2024-08-12
GTS Securities LLC
DECREASED
Shares16,990 from 17,056
Change-66 (0%)
Value$446.8K (-$5.1K)
Filed 2024-08-14
UBS Group AG
NEW
Shares97
Change+97
Value$2.6K
Filed 2024-08-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-07-23
Status
AE Wealth Management LLC
DECREASED459,807515,796-55,989-11%$13.7M$12.1M-$1.6M2024-08-12
GTS Securities LLC
DECREASED16,99017,056-660%$451.9K$446.8K-$5.1K2024-08-14
UBS Group AG
NEW97—+97——$2.6K—2024-08-14
Proequities, Inc.
UNCHANGED000—$0$0$02024-07-23
Showing 4 of 4 institutions