Ae Wealth Management LLC Collaborative Invt Ser Tr Rare Transaction History
Ae Wealth Management LLC
- $13.5 Billion
- Q3 2025
A detailed history of Ae Wealth Management LLC transactions in Collaborative Invt Ser Tr Rare stock. As of the latest transaction made, Ae Wealth Management LLC holds 5 shares of RDFI stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5
Previous 5
-0.0%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding RDFI
# of Institutions
14Shares Held
1.07MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC464KShares$00.0% of portfolio
-
Independent Wealth Network Inc.189KShares$00.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ136KShares$00.0% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA127KShares$00.0% of portfolio
-
Astoria Portfolio Advisors Llc.61.4KShares$00.0% of portfolio