Morgan Stanley Collaborative Invt Ser Tr Rare Transaction History

Morgan Stanley

$1.35 Trillion
Q3 2024

A detailed history of Morgan Stanley transactions in Collaborative Invt Ser Tr Rare stock. As of the latest transaction made, Morgan Stanley holds 1 shares of RDFI stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	N/A	1 New	1 $0
Q1 2024 Oct 17, 2024	BUY	N/A	1 New	1 $0
Q4 2023 Aug 16, 2024	BUY	N/A	1 New	1 $0
Q4 2023 Feb 13, 2024	BUY	N/A	1 New	1 $0

Others Institutions Holding RDFI

# of Institutions

Shares Held

854K

Call Options Held

Put Options Held

Belpointe Asset Management LLC

570K
Shares

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

123K
Shares

$0
0.0% of portfolio
Independent Wealth Network Inc.

84.7K
Shares

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

49.3K
Shares

$0
0.0% of portfolio
Integrated Wealth Concepts LLC

12.2K
Shares

$0
0.0% of portfolio

View Full List

About COLLABORATIVE INVT SER TR RARE

Ticker RDFI

More about RDFI

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