Independent Wealth Network Inc. Collaborative Invt Ser Tr Rare Transaction History

Independent Wealth Network Inc.

$257 Million
Q2 2025

A detailed history of Independent Wealth Network Inc. transactions in Collaborative Invt Ser Tr Rare stock. As of the latest transaction made, Independent Wealth Network Inc. holds 150,266 shares of RDFI stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

150,266

Previous 129,061 16.43%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	N/A	21,205 Added 16.43%	150,266 $0
Q1 2025 May 02, 2025	BUY	N/A	29,432 Added 29.54%	129,061 $0
Q4 2024 Jan 17, 2025	BUY	N/A	14,979 Added 17.7%	99,629 $0
Q3 2024 Oct 15, 2024	BUY	N/A	40,784 Added 92.97%	84,650 $0
Q2 2024 Jul 18, 2024	BUY	N/A	5,776 Added 15.16%	43,866 $0
Q1 2024 May 20, 2024	BUY	N/A	38,090 New	38,090 $0
Q4 2023 Jan 12, 2024	BUY	N/A	1,276 Added 3.48%	37,946 $0
Q3 2023 Oct 11, 2023	BUY	N/A	3,757 Added 11.41%	36,670 $0
Q2 2023 Jul 12, 2023	BUY	N/A	10,724 Added 48.33%	32,913 $0
Q1 2023 Apr 18, 2023	BUY	N/A	3,291 Added 17.41%	22,189 $0
Q4 2022 Jan 25, 2023	BUY	N/A	2,668 Added 16.44%	18,898 $0
Q3 2022 Oct 17, 2022	BUY	N/A	3,920 Added 31.84%	16,230 $357,000
Q2 2022 Jul 26, 2022	BUY	N/A	3,053 Added 32.98%	12,310 $290,000
Q1 2022 Apr 20, 2022	BUY	N/A	9,257 New	9,257 $235,000

Others Institutions Holding RDFI

# of Institutions

Shares Held

996K

Call Options Held

Put Options Held

View Full List

About COLLABORATIVE INVT SER TR RARE

Ticker RDFI

More about RDFI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Collaborative Invt Ser Tr Rare Transaction History