Purchases and Sales Made in Q2 2025 in Collaborative Invt Ser Tr Rare (RTAI)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Rare (RTAI) during Q2 2025. The information is specifically focused on institutions that hold shares of COLLABORATIVE INVT SER TR RARE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
75+ 33.78% |
$1.49K - $1.6K
|
297
$6.38K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.99K- 56.43% |
$138K - $149K
|
5.4K
$116K
|