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 14 institutions that hold shares in the stock, with a total of 914,292 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
|
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 |
Jan 15, 2025 Q4 2024 |
117,272
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
99,629
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.7%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
48,360
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
33,718
shares
|
$0
0.04% of portfolio
|
Q4 2024
Added 204.56%
|
|
|
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
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
13,418
shares
|
$0
0.0% 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%
|
|
|
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%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
5
shares
|
$0
0.0% of portfolio
|
Q4 2024
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
|