Purchases and Sales Made in Q2 2022 in Collaborative Invt Ser Tr Adap (RULE)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Adap (RULE) during Q2 2022. The information is specifically focused on institutions that hold shares of COLLABORATIVE INVT SER TR ADAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.7MNew |
$54.6M - $62M
|
2.7M
$58.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
83.6KNew |
$1.69M - $1.92M
|
83.6K
$1.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.3KNew |
$290K - $329K
|
14.3K
$312K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
799+ 1354.24% |
$16.2K - $18.4K
|
858
$18.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|