Purchases and Sales Made in Q2 2022 in Collaborative Invt Ser Tr Rare (RDFI)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Rare (RDFI) during Q2 2022. The information is specifically focused on institutions that hold shares of COLLABORATIVE INVT SER TR RARE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.05K+ 32.98% |
N/A
|
12.3K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
1.07KNew |
N/A
|
1.07K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-246- 1.8% |
N/A
|
13.4K
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-365Closed |
N/A
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-746Closed |
N/A
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.98K- 17.52% |
N/A
|
9.3K
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-89.1K- 13.82% |
N/A
|
556K
$0
|