Institutional Ownership Collaborative Invt Ser Tr Goos (GHTA)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Goos (GHTA). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 480,962 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
400,009
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
19,974
shares
|
$0
0.0% of portfolio
|
Q2 2023
Added 52.94%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
15,841
shares
|
$0
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
12,431
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,531
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
650
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 90.62%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
400
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
113
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
7
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 91.95%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|