Latest Institutional Purchases of Collaborative Invt Ser Tr Rare (RDFI)

RDFI Quotes by TradingView

This list provides information on the latest institutional transactions involving Collaborative Invt Ser Tr Rare (RDFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 04, 2024 Q3 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
123K
New
N/A
123K $0
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
53.6K
+ 10.38%
N/A
570K $0
Oct 29, 2024 Q3 2024
Clear Creek Financial Management, LLC

BUY
 -
49.3K
New
N/A
49.3K $0
Oct 15, 2024 Q3 2024
Independent Wealth Network Inc.

BUY
 -
40.8K
+ 92.97%
N/A
84.7K $0
Nov 14, 2024 Q3 2024
Integrated Wealth Concepts LLC

BUY
 -
12.2K
New
N/A
12.2K $0
Nov 13, 2024 Q3 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.86K
+ 181.29%
N/A
2.89K $0
Nov 13, 2024 Q3 2024
Gts Securities LLC

New York, NY
BUY
 -
1.33K
+ 13.67%
N/A
11.1K $0
Oct 16, 2024 Q3 2024
Global Retirement Partners, LLC

BUY
 -
5
+ 2.37%
N/A
216 $0
Nov 14, 2024 Q3 2024
Morgan Stanley

New York, NY
BUY
 -
1
New
N/A
1 $0
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
N/A
0 $0
Q4 2023
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
164
New
N/A
164 $0
Q3 2023
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
240
New
N/A
240 $0
Q2 2023
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
13.1K
New
N/A
13.1K $0
Q1 2023
Apr 07, 2023 Q1 2023
Sanders Morris Harris LLC

BUY
 -
11K
New
N/A
11K $0
Q4 2022
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

BUY
 -
189
New
N/A
189 $0
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
143
New
N/A
143 $0

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