Integrated Wealth Concepts LLC
Position in RDFI — Rareview Dynamic Fixed Income ETF
CIK 1737109
WALTHAM, MA
All Filings in RDFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 RDFI | $630,338 | 27,343 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 RDFI | $584,910 | 24,463 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 RDFI | $594,496 | 24,480 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 RDFI | $213,150 | 9,007 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 RDFI | $266,059 | 11,257 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 RDFI | $307,069 | 12,166 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 RDFI | $530,318 | 22,738 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||