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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:
 |
10  1 |
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Total
shares held :
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375,655 |
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% of shares
held :
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0.42% |
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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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-20,196 |
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% of shares
held change :
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 -0.02% |
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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 |
24 |
- |
2023-12-31 |
326,409 |
$7,400,000 |
-20,681 |
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| GTS SECURITIES LLC |
1252 |
*New |
2023-12-31 |
9,446 |
$214,000 |
9,446 |
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| Advisor Group Holdings Inc. |
5416 |
- |
2023-12-31 |
886 |
$20,000 |
886 |
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| UBS Group AG |
6115 |
- |
2023-12-31 |
407 |
$9,000 |
-23 |
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| Global Retirement Partners LLC |
2403 |
- |
2024-03-31 |
207 |
$5,000 |
0 |
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| WELLS FARGO & CO/MN |
5295 |
*New |
2023-12-31 |
164 |
$4,000 |
164 |
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| SOA Wealth Advisors LLC. |
632 |
- |
2024-03-31 |
189 |
$4,000 |
0 |
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| MORGAN STANLEY |
7215 |
*New |
2023-12-31 |
1 |
$0 |
1 |
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| PROEQUITIES INC. |
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- |
2024-03-31 |
0 |
$0 |
0 |
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| J P MORGAN CHASE & CO |
6050 |
*Closed |
2023-12-31 |
0 |
$0 |
-240 |
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| Independent Wealth Network Inc. |
122 |
*Closed |
2024-03-31 |
0 |
$0 |
-37,946 |
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11 Records found
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1
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Page 1 of 1 |
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