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 13 institutions that hold shares in the stock, with a total of 507,324 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
|
May 20, 2025 Q1 2025 |
422,807
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
21,641
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
19,974
shares
|
$0
0.0% of portfolio
|
Q2 2023
Added 52.94%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
16,998
shares
|
$0
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,759
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,057
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 60.19%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
400
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
341
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
141
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 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
|
May 06, 2025 Q1 2025 |
6
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|