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Rareview Dynamic Fixed Income ETF
RDFI
RDFI
23.02
USD
-0.04
0.17%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.17%
5 days
-1.24%
1 month
-1.16%
3 months
-1.12%
6 months
-4.32%
Year to date
-4%
1 year
-3.64%
5 years
-22.93%
10 years
-8.07%
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 |
BAM
1
Belpointe Asset Management
Reno,
Nevada
| $14.4M | +$1.3M | +53,642 | +10% |
|
| 2 |
WAP
2
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $3.1M | +$2.97M | +122,672 | New |
|
| 3 |
IWN
3
Independent Wealth Network
Urbandale,
Iowa
| $2.14M | +$986K | +40,784 | +93% |
|
| 4 |
CCFM
4
Clear Creek Financial Management
Silverdale,
Washington
| $1.25M | +$1.19M | +49,337 | New |
|
| 5 |
IWC
5
Integrated Wealth Concepts
Waltham,
Massachusetts
| $307K | +$294K | +12,166 | New |
|
| 6 |
GS
6
GTS Securities
Miami,
Florida
| $279K | +$32.2K | +1,331 | +14% |
|
| 7 |
7
Osaic Holdings
Scottsdale,
Arizona
| $72.8K | +$45K | +1,860 | +181% |
|
| 8 |
GRP
8
Global Retirement Partners
San Rafael,
California
| $5.45K | +$121 | +5 | +2% |
|
| 9 |
9
Morgan Stanley
New York
| $41 | +$24 | +1 | New |
|