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 15 institutions that hold shares in the stock, with a total of 965,940 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
574,007
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
130,235
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
129,061
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 29.54%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
50,226
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
33,718
shares
|
$0
0.04% of portfolio
|
Q4 2024
Added 204.56%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
20,180
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 50.39%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,969
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
11,257
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,226
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 57.52%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
561
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11120.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
220
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
210
shares
|
$0
0.0% of portfolio
|
Q2 2021
Reduced 56.19%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
69
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|