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RTAI
Rareview Tax Advantaged Income ETF
RTAI
RTAI
19.07
USD
-0.05
0.26%
At close
Updated
Sep 25, 4:00 PM EDT
Pre-market
After hours
1 day
-0.26%
5 days
-2.95%
1 month
-9.06%
3 months
-11.43%
6 months
-8.01%
Year to date
-10.39%
1 year
-10.3%
5 years
-32.71%
10 years
-23.78%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $799K | -$767 | -36 | -0.1% |
|
| 2 |
GS
2
GTS Securities
Miami,
Florida
| $294K | +$295K | +13,842 | New |
|
| 3 |
3
Osaic Holdings
Scottsdale,
Arizona
| $115K | – | – | – |
|
| 4 |
SIS
4
Sound Income Strategies
Ft Lauderdale,
Florida
| $10.9K | – | – | – |
|
| 5 |
5
UBS Group
Zurich,
Switzerland
| $7.09K | +$3.32K | +156 | +88% |
|
| 6 |
SAG
6
SageView Advisory Group
Newport Beach,
California
| $2.22K | +$2.21K | +104 | New |
|
| 7 |
7
Morgan Stanley
New York
| $26 | – | – | – |
|
| 8 |
SMH
8
Sanders Morris Harris
Houston,
Texas
| – | -$431K | -20,161 | Closed |
|