Institutional Ownership Collaborative Invt Ser Tr Rare (RDFI)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Rare (RDFI). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 853,561 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
570,352
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 10.38%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
122,672
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
84,650
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 92.97%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
49,337
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
12,166
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,071
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,886
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 181.29%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
216
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
210
shares
|
$0
0.0% of portfolio
|
Q2 2021
Reduced 56.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|