Collaborative Invt Ser Tr Adap RULE
Institutional shares held
1.94 Million
0
calls
0
puts
Total value of holdings
$41.7M
$0
calls
$0
puts
# of Institutions
9
We take great care to ensure that the data presented and summarized in this overview for COLLABORATIVE INVT SER TR ADAP is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding RULE
View all-
Authentikos Wealth Advisory, LLC Morgan Hill, CA1.11MShares$23.9 Million23.75% of portfolio
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Ae Wealth Management LLC733KShares$15.8 Million0.2% of portfolio
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Gts Securities LLC New York, NY39.7KShares$855,0630.0% of portfolio
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Goldman Sachs Group Inc New York, NY26.3KShares$566,5830.0% of portfolio
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Foundations Investment Advisors, LLC13.6KShares$293,3670.01% of portfolio
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Oxford Wealth Group, LLC Orlando, FL12KShares$258,5530.24% of portfolio
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Ubs Group Ag98Shares$2,1090.0% of portfolio
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Morgan Stanley New York, NY75Shares$1,6140.0% of portfolio
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Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio