Purchases and Sales Made in Q2 2024 in Collaborative Invt Ser Tr Rare (RTAI)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Rare (RTAI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
198+ 0.97% |
$4K - $4.28K
|
20.7K
$454K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.2K- 12.67% |
$105K - $112K
|
35.8K
$787K
|