Rmr Wealth Builders Listed Fds Tr Changebridge Cap Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$25.07 - $27.79 $12,535 - $13,895	-500 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$23.06 - $27.76 $11,530 - $13,880	500 New	500 $13,000

Others Institutions Holding CBLS

# of Institutions

6

Shares Held

1.12M

Call Options Held

0

Put Options Held

0

Warren Averett Asset Management, LLC Birmingham, AL

614K
Shares

$16.1 Million
0.29% of portfolio
High Tower Advisors, LLC Chicago, IL

344K
Shares

$9.06 Million
0.01% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

143K
Shares

$3.76 Million
0.28% of portfolio
Raymond James & Associates St Petersburg, FL

20K
Shares

$526,200
0.0% of portfolio
Psi Advisors, LLC

295
Shares

$7,761
0.0% of portfolio

About LISTED FDS TR CHANGEBRIDGE CAP

Ticker CBLS
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