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 7 institutions that hold shares in the stock, with a total of 571,763 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
|
Aug 02, 2024 Q2 2024 |
516,710
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 25.84%
|
|
Independent Wealth Network Inc.
|
Jul 18, 2024 Q2 2024 |
43,866
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 15.16%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
9,740
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,026
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 15.8%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
211
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.93%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
210
shares
|
$0
0.0% of portfolio
|
Q2 2021
Reduced 56.19%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|