Bartlett & Co. Wealth Management LLC Collaborative Invt Ser Tr Rare Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Collaborative Invt Ser Tr Rare stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 10 shares of RDFI stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10
Previous 69 85.51%
Holding current value
$0
Previous $1.63 Million 85.43%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
N/A
-59 Reduced 85.51%
10 $238,000
Q1 2025

Apr 24, 2025
BUY
N/A
69 New
69 $1.63 Million

Others Institutions Holding RDFI

# of Institutions
15
Shares Held
996K
Call Options Held
0
Put Options Held
0
View Full List

About COLLABORATIVE INVT SER TR RARE

RDFI Quotes by TradingView
  • Ticker RDFI
More about RDFI
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