Collaborative Invt Ser Tr Adap RULE
Institutional shares held
1.25 Million
0
calls
0
puts
Total value of holdings
$27.5M
$0
calls
$0
puts
# of Institutions
9
We take great care to ensure that the data presented and summarized in this overview for COLLABORATIVE INVT SER TR ADAP is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding RULE
View all-
Ae Wealth Management LLC623KShares$13.7 Million0.15% of portfolio
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Elevation Capital Advisory, LLC Bend, OR285KShares$6.29 Million2.82% of portfolio
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Authentikos Wealth Advisory, LLC Morgan Hill, CA245KShares$5.41 Million5.17% of portfolio
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Goldman Sachs Group Inc New York, NY61.9KShares$1.37 Million0.0% of portfolio
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Gts Securities LLC New York, NY16.7KShares$368,2600.0% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA16.4KShares$361,5280.0% of portfolio
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Ubs Group Ag170Shares$3,7510.0% of portfolio
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Morgan Stanley New York, NY50Shares$1,1030.0% of portfolio
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Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio