Purchases and Sales Made in Q4 2024 in Collaborative Invt Ser Tr Rare (RSEE)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Rare (RSEE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20.7K+ 7.29% |
N/A
|
304K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.09KNew |
N/A
|
9.09K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
669+ 8.6% |
N/A
|
8.45K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250New |
N/A
|
250
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9New |
N/A
|
9
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-800- 6.03% |
N/A
|
12.5K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.02K- 4.6% |
N/A
|
21.1K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.26K- 8.78% |
N/A
|
13.1K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-26.2K- 2.64% |
N/A
|
966K
$0
|