Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: RDFI
- CUSIP Number: 19423l722
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Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Collaborative Investmnt Ser stock
Who bought or sold COLLABORATIVE INVESTMNT SER this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Belpointe Asset Management | 731k | $17M | 1% | Jun 2026 |
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| Independent Wealth Network | 280k | $6.7M | 6% | Jun 2026 |
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| Astoria Portfolio Advisors | 277k | $6.6M | 35% | Jun 2026 |
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| Mml Investors Services | 114k | $2.7M | 46% | Jun 2026 |
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| Puff Wealth Management | 106k | $2.5M | 357% | Jun 2026 |
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| Cambridge Investment Research Advisors | 82k | $2.0M | 14% | Jun 2026 |
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| Wells Fargo & Company | 38k | $904k | 100% | Jun 2026 |
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| Latitude Advisors | 36k | $864k | 76% | Jun 2026 |
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| Oregon Pacific Wealth Management | 33k | $796k | 8% | Jun 2026 |
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| PFG Advisors | 29k | $691k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 28k | $665k | 2% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 26k | $615k | 100% | Jun 2026 |
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| Sound Income Strategies | 15k | $352k | 100% | Jun 2026 |
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| Envestnet Asset Management | 12k | $293k | 100% | Jun 2026 |
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| Noble Wealth Management PBC | 9.2k | $220k | 0% | Jun 2026 |
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| Advisor Group Holdings | 6.5k | $155k | -74% | Jun 2026 |
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| BlackRock | 2.0k | $48k | 0% | Jun 2026 |
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| AE Wealth Management | 5.00 | $119.000000 | 0% | Jun 2026 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Private Advisor | Mar 2026 | 60k | $1.4M |