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Collaborative Investmnt SER

Q3 2021 vs Q4 2021

Comparing institutional holders between quarters

Quarters

Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Belpointe Asset Management LLC
DECREASED
Shares18,330 from 132,205
Change-113,875 (-86%)
Value$541 (-$3.1K)
Filed 2022-02-15
Citadel Advisors LLC
NEW
Shares9,320
Change+9,320
Value$275
Filed 2022-02-14
UBS Group AG
INCREASED
Shares1,820 from 1,804
Change+16 (+1%)
Value$54 (+$4)
Filed 2022-02-14
FMR LLC
NEW
Shares1
Change+1
Value$0
Filed 2022-02-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-02-07
Status
Belpointe Asset Management LLC
DECREASED18,330132,205-113,875-86%$3.7K$541-$3.1K2022-02-15
Citadel Advisors LLC
NEW9,320—+9,320——$275—2022-02-14
UBS Group AG
INCREASED1,8201,804+16+1%$50$54+$42022-02-14
FMR LLC
NEW1—+1——$0—2022-02-14
Proequities, Inc.
UNCHANGED000—$0$0$02022-02-07
Showing 5 of 5 institutions