Integrated Wealth Concepts LLC Collaborative Invt Ser Tr Rare Transaction History

Integrated Wealth Concepts LLC

$7.83 Billion
Q3 2024

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 12,166 shares of RDFI stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,166

Holding current value

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

Shares Held

874K

Call Options Held

Put Options Held

Belpointe Asset Management LLC

570K
Shares

$0
0.0% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

117K
Shares

$0
0.0% of portfolio
Independent Wealth Network Inc.

99.6K
Shares

$0
0.0% of portfolio
Clear Creek Financial Management, LLC

48.4K
Shares

$0
0.0% of portfolio
Astoria Portfolio Advisors Llc.

13.4K
Shares

$0
0.0% of portfolio

View Full List

About COLLABORATIVE INVT SER TR RARE

Ticker RDFI

More about RDFI

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Integrated Wealth Concepts LLC Collaborative Invt Ser Tr Rare Transaction History