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Collaborative Investmnt Ser shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $595k 25k 24.28
2025-03-31 $213k 9.0k 23.66
2024-12-31 $266k 11k 23.64
2024-09-30 $307k 12k 25.24
2024-03-31 $530k 23k 23.32

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Independent Wealth Network
Advisor Group Holdings
Wealthcare Advisory Partners
Astoria Portfolio Advisors
Private Advisor
Integrated Wealth Concepts
Cambridge Investment Research Advisors
Latitude Advisors
UBS Group
AE Wealth Management
Morgan Stanley

View all funds holding Collaborative Investmnt Ser