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My Recent Searches
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Rareview Dynamic Fixed Income Etf (RDFI) |
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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
 |
6  3 |
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Total
shares held :
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571,553 |
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% of shares
held :
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0.64% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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 1 |
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Amount
of shares held :
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98,698 |
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% of shares
held change :
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0.11% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Belpointe Asset Management LLC |
16 |
- |
2024-06-30 |
516,710 |
$11,992,000 |
106,106 |
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| Independent Wealth Network Inc. |
51 |
- |
2024-06-30 |
43,866 |
$1,018,000 |
5,776 |
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| GTS SECURITIES LLC |
1267 |
- |
2024-06-30 |
9,740 |
$226,000 |
9,740 |
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| Advisor Group Holdings Inc. |
5107 |
- |
2024-06-30 |
1,026 |
$24,000 |
0 |
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| Global Retirement Partners LLC |
2584 |
- |
2024-06-30 |
211 |
$5,000 |
4 |
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| MORGAN STANLEY |
7130 |
*Closed |
2024-06-30 |
0 |
$0 |
-1 |
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| Integrated Wealth Concepts LLC |
1645 |
*Closed |
2024-06-30 |
0 |
$0 |
-22,738 |
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| SOA Wealth Advisors LLC. |
848 |
*Closed |
2024-06-30 |
0 |
$0 |
-189 |
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| PROEQUITIES INC. |
9261 |
- |
2024-06-30 |
0 |
$0 |
0 |
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9 Records found
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1
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Page 1 of 1 |
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