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Collaborative Investmnt Ser shares owned by Wells Fargo & Company

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Wells Fargo & Company from 13F filings

Historical chart of Wells Fargo & Company investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Wells Fargo & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Wells Fargo & Company

Quarter filed Position value Share count Share price at filing
2026-06-30 $904k 38k 23.82
2023-12-31 $3.7k 164 22.67

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View all positions for Wells Fargo & Company

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Independent Wealth Network
Astoria Portfolio Advisors
Mml Investors Services
Puff Wealth Management
Cambridge Investment Research Advisors
Wells Fargo & Company
Latitude Advisors
Oregon Pacific Wealth Management
PFG Advisors
Integrated Wealth Concepts
Wealth Enhancement Advisory Services
Sound Income Strategies
Envestnet Asset Management
Noble Wealth Management PBC

View all funds holding Collaborative Investmnt Ser