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RDFIRDFI
Showing 8 of 9 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in COLLABORATIVE INVESTMNT SER

Integrated Wealth Concepts LLC holds 27,343 shares of RDFI (COLLABORATIVE INVESTMNT SER), worth $630,337 as of 2026-Q1. The position was increased (+11.8% shares). RDFI represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$630,337

Current Shares

27,343

Total Value Change

+$630,337

Total Shares Change

+27,343

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
27,343
+11.8%
$630,3370.0%$22.27
27
2025-Q4
Decreased
24,463
-0.1%
$584,9090.0%$22.63
0
2025-Q3
New
24,480
-
$594,4880.0%$22.53
34
2025-Q2
Exited
0
-100.0%
$00.0%$21.67
0
2025-Q1
Decreased
9,007
-20.0%
$213,1480.0%$21.08
0
2024-Q4
Decreased
11,257
-7.5%
$266,0590.0%$20.61
0
2024-Q3
New
12,166
-
$307,0700.0%$21.58
32
2024-Q2
Exited
0
-100.0%
$00.0%$19.44
0

Other major holders of RDFI: OSAIC HOLDINGS, INC.

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