Institutional Ownership Collaborative Invt Ser Tr Rare (RSEE)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Rare (RSEE). We have compiled data on the 10 institutions that hold shares in the stock, with a total of 1.34 Million 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
|
Feb 13, 2025 Q4 2024 |
966,284
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
304,301
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
21,115
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,104
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
12,475
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,089
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
8,445
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
250
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
9
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|