Purchases and Sales Made in Q1 2025 in Exchange Listed Fds Tr Cabana (TDSB)
This table provides information about the institutional ownership of Exchange Listed Fds Tr Cabana (TDSB) during Q1 2025. The information is specifically focused on institutions that hold shares of EXCHANGE LISTED FDS TR CABANA .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.4KNew |
$331K - $346K
|
15.4K
$339K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.51KNew |
$32.5K - $34K
|
1.51K
$33.3K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
735+ 3.56% |
$15.8K - $16.5K
|
21.4K
$472K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
277New |
$5.97K - $6.24K
|
277
$6.11K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
251+ 110.09% |
$5.41K - $5.65K
|
479
$10.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
20+ 0.1% |
$431 - $450
|
20.8K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-755- 50.0% |
$16.3K - $17K
|
755
$16.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.06K- 27.08% |
$109K - $114K
|
13.6K
$301K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-52.2K- 5.62% |
$1.13M - $1.18M
|
876K
$19.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-231K- 8.97% |
$4.98M - $5.2M
|
2.35M
$51.8M
|