Institutional Ownership Collaborative Invt Ser Tr Rare (RTAI)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Rare (RTAI). We have compiled data on the 4 institutions that hold shares in the stock, with a total of 60,175 shares, which have been reported (via 13F filing form) to have a value of $1.36 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
35,849
shares
|
$813,055
0.06% of portfolio
|
Q2 2024
Reduced 12.67%
|
|
Sanders Morris Harris LLC
|
Jul 12, 2024 Q2 2024 |
20,696
shares
|
$469,385
0.08% of portfolio
|
Q2 2024
Added 0.97%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
3,630
shares
|
$82,328
0.0% of portfolio
|
Q1 2024
Added 13.44%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|