Integrated Wealth Concepts LLC Collaborative Invt Ser Tr Rare Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 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 9,007 shares of RDFI stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,007
Previous 11,257
19.99%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding RDFI
# of Institutions
14Shares Held
1.01MCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC519KShares$00.0% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA130KShares$00.0% of portfolio
-
Independent Wealth Network Inc.129KShares$00.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ125KShares$00.0% of portfolio
-
Clear Creek Financial Management, LLC50.2KShares$00.0% of portfolio