Latest Institutional Purchases of Collaborative Invt Ser Tr Rare (RSEE)
This list provides information on the latest institutional transactions involving Collaborative Invt Ser Tr Rare (RSEE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
669+ 8.6% |
N/A
|
8.45K
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
147K+ 17.4% |
N/A
|
992K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
55.2K+ 24.17% |
N/A
|
284K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
30.5KNew |
N/A
|
30.5K
$0
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
924New |
N/A
|
924
$0
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
775+ 6.2% |
N/A
|
13.3K
$0
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
32.3KNew |
N/A
|
32.3K
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$0
|
|
| Q4 2022 | |||||||
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
109New |
N/A
|
109
$0
|
|