Ae Wealth Management LLC Collaborative Invt Ser Tr Rare Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Collaborative Invt Ser Tr Rare stock. As of the latest transaction made, Ae Wealth Management LLC holds 233 shares of RTAI stock, worth $4,802. This represents 0.0% of its overall portfolio holdings.

Number of Shares

233

Holding current value

$4,802

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$21.0 - $21.96 $4,893 - $5,116	233 New	233 $4,000

Others Institutions Holding RTAI

# of Institutions

Shares Held

80.3K

Call Options Held

Put Options Held

Belpointe Asset Management LLC

35.4K
Shares

$730,088
0.05% of portfolio
Sanders Morris Harris LLC

21.4K
Shares

$441,754
0.07% of portfolio
Gts Securities LLC New York, NY

18.9K
Shares

$388,539
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.4K
Shares

$90,580
0.0% of portfolio
Ubs Group Ag

8
Shares

$164
0.0% of portfolio

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About COLLABORATIVE INVT SER TR RARE

Ticker RTAI
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Ae Wealth Management LLC Collaborative Invt Ser Tr Rare Transaction History