Ae Wealth Management LLC Collaborative Invt Ser Tr Rare Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Collaborative Invt Ser Tr Rare stock. As of the latest transaction made, Ae Wealth Management LLC holds 5 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%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	N/A	5 New	5 $0

Others Institutions Holding RDFI

# of Institutions

Shares Held

914K

Call Options Held

Put Options Held

Belpointe Asset Management LLC

574K
Shares

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

117K
Shares

$0
0.0% of portfolio
Independent Wealth Network Inc.

99.6K
Shares

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

48.4K
Shares

$0
0.0% of portfolio
Gts Securities LLC New York, NY

33.7K
Shares

$0
0.04% of portfolio

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About COLLABORATIVE INVT SER TR RARE

Ticker RDFI

More about RDFI

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