Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-92K- 9.09% |
N/A
|
920K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-88.1K- 26.05% |
N/A
|
250K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.4K- 20.32% |
N/A
|
44.6K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.86K- 51.52% |
N/A
|
7.4K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-379- 4.39% |
N/A
|
8.25K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-111- 89.52% |
N/A
|
13
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.06K- 15.71% |
N/A
|
11K
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-800- 6.03% |
N/A
|
12.5K
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.8K- 30.59% |
N/A
|
4.08K
$0
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-89.7K- 85.71% |
N/A
|
15K
$0
|
|