Purchases and Sales Made in Q4 2024 in Collaborative Invt Ser Tr Adap (RULE)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Adap (RULE) during Q4 2024. The information is specifically focused on institutions that hold shares of COLLABORATIVE INVT SER TR ADAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-6.28K- 2.56% |
$136K - $148K
|
239K
$5.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-21.6K- 54.91% |
$467K - $508K
|
17.7K
$407K
|