Security Details
| Security Name: | RAREVIEW DYNAMIC FIXED INCOM |
|---|---|
| Ticker: | RDFI |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 19423L722 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.01B | - | 6 | - |
| 2024-09-30 | $0.02B | +62.4% | 10 | +66.7% |
| 2024-12-31 | $0.02B | -28.0% | 9 | -10.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | $14.0M | 574K | 0.9% |
| GTS SECURITIES LLC | $0.8M | 33K | 0.0% |
| FLOW TRADERS U.S. LLC | $0.4M | 14K | 0.0% |
| AE WEALTH MANAGEMENT LLC | $0.0M | 0K | 0.0% |
| OSAIC HOLDINGS, INC. | $0.0M | 1K | 0.0% |
| GLOBAL RETIREMENT PARTNERS, LLC | $0.0M | 0K | 0.0% |
| MORGAN STANLEY | $0.0M | 0K | 0.0% |
| INTEGRATED WEALTH CONCEPTS LLC | $0.3M | 11K | 0.0% |
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