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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
2024-09-30 $307k 12k 25.24
2024-03-31 $530k 23k 23.32

More positions owned by Integrated Wealth Concepts

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

View all positions for Integrated Wealth Concepts

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Wealthcare Advisory Partners
Independent Wealth Network
Clear Creek Financial Management
Integrated Wealth Concepts
Advisor Group Holdings
Global Retirement Partners

View all funds holding Collaborative Investmnt Ser