Integrated Wealth Concepts LLC Collaborative Invt Ser Tr Rare Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Collaborative Invt Ser Tr Rare stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 24,480 shares of RDFI stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,480
Holding current value
$0
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
24,480 New
24,480 $0
Q1 2025

May 15, 2025
SELL
N/A
-2,250 Reduced 19.99%
9,007 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-909 Reduced 7.47%
11,257 $0
Q3 2024

Nov 14, 2024
BUY
N/A
12,166 New
12,166 $0
Q1 2024

May 15, 2024
BUY
N/A
22,738 New
22,738 $0

Others Institutions Holding RDFI

# of Institutions
14
Shares Held
1.07M
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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