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Collaborative Investmnt Ser shares owned by Sanders Morris Harris

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RTAI) shares owned by Sanders Morris Harris from 13F filings

Historical chart of Sanders Morris Harris investment in Collaborative Investmnt Ser

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All positions including Collaborative Investmnt Ser held by Sanders Morris Harris consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Sanders Morris Harris

Quarter filed Position value Share count Share price at filing
2024-09-30 $473k 21k 22.66
2024-06-30 $447k 21k 21.61
2024-03-31 $434k 21k 21.15
2023-12-31 $387k 19k 20.95

More positions owned by Sanders Morris Harris

Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Group Inc Com Cl A (BX)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Enterprise Products Partners (EPD)
Capital Southwest Corporation (CSWC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schlumberger Com Stk (SLB)
Main Street Capital Corporation (MAIN)
Cintas Corporation (CTAS)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Infrared Cameras Hldgs (MSAI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Reservoir Media (RSVR)

View all positions for Sanders Morris Harris

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Sanders Morris Harris
Advisor Group Holdings

View all funds holding Collaborative Investmnt Ser