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Rareview Dynamic Fixed Income ETF
RDFI
RDFI
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $7.4M | -$444K | -20,681 | -6% |
|
|
IWN
2
Independent Wealth Network
Urbandale,
Iowa
| $860K | +$27.4K | +1,276 | +3% |
|
|
SAG
3
SageView Advisory Group
Newport Beach,
California
| $340K | – | – | – |
|
|
GS
4
GTS Securities
Miami,
Florida
| $214K | +$203K | +9,446 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $20.1K | +$19K | +886 | New |
|
6
UBS Group
Zurich,
Switzerland
| $9.23K | -$493 | -23 | -5% |
|
|
GRP
7
Global Retirement Partners
San Rafael,
California
| $4.7K | – | – | – |
|
|
SWA
8
SOA Wealth Advisors
New York
| $4.29K | – | – | – |
|
9
Wells Fargo
San Francisco,
California
| $3.72K | +$3.52K | +164 | New |
|
10
Morgan Stanley
New York
| $35 | +$21 | +1 | New |
|
|
SMH
11
Sanders Morris Harris
Houston,
Texas
| – | -$233K | -11,025 | Closed |
|
12
JP Morgan Chase
New York
| – | -$5.07K | -240 | Closed |
|