CUSIP 19423L714RAREVIEW TAX ADVRTAIQ4 2025
Aggregate 13F value by quarter
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7 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 37.6K | $798.9K | −36 | Reduced |
| 2 | Gts Securities LLC | 13.8K | $293.9K | +13.8K | New |
| 3 | Osaic Holdings, Inc. | 5.4K | $114.5K | 0 | Held |
| 4 | Sound Income Strategies, LLC | 506 | $10.9K |
| 0 |
| Held |
| 5 | Ubs Group AG | 334 | $7.1K | +156 | Added |
| 6 | Sageview Advisory Group, LLC | 104 | $2.2K | +104 | New |
| 7 | Morgan Stanley | 1 | $26 | 0 | Held |