Latest Institutional Sells of Collaborative Invt Ser Tr Adap (RULE)
This list provides information on the latest institutional transactions involving Collaborative Invt Ser Tr Adap (RULE) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-867K- 77.94% |
$17.7M - $19.3M
|
245K
$5.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-246K- 86.2% |
$5.02M - $5.46M
|
39.3K
$871K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-219K- 35.24% |
$4.49M - $4.88M
|
403K
$8.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.53K- 12.17% |
$154K - $168K
|
54.4K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.85K- 35.7% |
$120K - $130K
|
10.5K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-144- 84.71% |
$2.94K - $3.2K
|
26
$576
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25- 33.33% |
$523 - $551
|
50
$1.11K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.11K- 27.27% |
$101K - $112K
|
13.6K
$302K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2K- 99.01% |
$38.7K - $39.7K
|
20
$443
|
|