Purchases and Sales Made in Q3 2024 in Collaborative Invt Ser Tr Rare (RSEE)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Rare (RSEE) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.78KNew |
N/A
|
7.78K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-996- 4.31% |
N/A
|
22.1K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.41K- 8.91% |
N/A
|
14.4K
$0
|