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Collaborative Investmnt SER

Q1 2021 vs Q2 2021

Comparing institutional holders between quarters

Quarters

Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Belpointe Asset Management LLC
DECREASED
Shares525,087 from 533,146
Change-8,059 (-2%)
Value$14.5K (+$398)
Filed 2021-08-09
Citadel Advisors LLC
NEW
Shares7,837
Change+7,837
Value$216
Filed 2021-08-16
UBS Group AG
DECREASED
Shares743 from 3,350
Change-2,607 (-78%)
Value$20 (-$68)
Filed 2021-08-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2021-08-13
Status
Belpointe Asset Management LLC
DECREASED525,087533,146-8,059-2%$14.1K$14.5K+$3982021-08-09
Citadel Advisors LLC
NEW7,837—+7,837——$216—2021-08-16
UBS Group AG
DECREASED7433,350-2,607-78%$88$20-$682021-08-13
Proequities, Inc.
UNCHANGED000—$0$0$02021-08-13
Showing 4 of 4 institutions