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Rareview Dynamic Fixed Income ETF
RDFI
RDFI
21.63
USD
-0.09
0.41%
At close
Updated
Nov 11, 4:00 PM EST
Pre-market
After hours
1 day
-0.41%
5 days
-0.6%
1 month
1.17%
3 months
-7.72%
6 months
-8.23%
Year to date
-9.8%
1 year
-9.88%
5 years
-27.1%
10 years
-13.62%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Belpointe Asset Management
Reno,
Nevada
| $7.4M | -$444K | -20,681 | -6% |
|
| 2 |
IWN
2
Independent Wealth Network
Urbandale,
Iowa
| $860K | +$27.4K | +1,276 | +3% |
|
| 3 |
3
SageView Advisory Group
Newport Beach,
California
| $340K | – | – | – |
|
| 4 |
4
GTS Securities
Miami,
Florida
| $214K | +$203K | +9,446 | New |
|
| 5 |
5
Osaic Holdings
Scottsdale,
Arizona
| $20.1K | +$19K | +886 | New |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $9.23K | -$493 | -23 | -5% |
|
| 7 |
7
Global Retirement Partners
San Rafael,
California
| $4.7K | – | – | – |
|
| 8 |
8
SOA Wealth Advisors
New York
| $4.28K | – | – | – |
|
| 9 |
9
Wells Fargo
San Francisco,
California
| $3.72K | +$3.52K | +164 | New |
|
| 10 |
10
Morgan Stanley
New York
| $35 | +$21 | +1 | New |
|
| 11 |
11
Sanders Morris Harris
Houston,
Texas
| – | -$233K | -11,025 | Closed |
|
| 12 |
12
JP Morgan Chase
New York
| – | -$5.07K | -240 | Closed |
|