Q2 2022 13F Holders as of 30 Jun 2022
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Type / Class
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Equity / MINDFUL CNSRVTV
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Number of holders
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4
-
Total 13F shares, excl. options
-
3,842,734
-
Shares change
-
+3,842,629
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Total reported value, excl. options
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$82,464,000
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Value change
-
+$82,461,674
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Number of buys
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4
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Price
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$21.46
Significant Holders of COLLABORATIVE INVESTMNT SER - MINDFUL CNSRVTV (MFUL) as of Q2 2022
4 filings reported holding MFUL - COLLABORATIVE INVESTMNT SER - MINDFUL CNSRVTV as of Q2 2022.
COLLABORATIVE INVESTMNT SER - MINDFUL CNSRVTV (MFUL) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,842,734 shares
.
Largest 4 shareholders include AE Wealth Management LLC (3,696,688 shares), LifePro Asset Management (110,263 shares), GeoWealth Management, LLC (35,467 shares), and UBS Group AG (316 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.