Coppell Advisory Solutions Corp. Exchange Listed Fds Tr Cabana Transaction History

Coppell Advisory Solutions Corp.

$531 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 17, 2023	BUY	$21.98 - $23.48 $87 - $93	4 New	4 $88,000

Others Institutions Holding TDSC

# of Institutions

19

Shares Held

4.28M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

3.2M
Shares

$80.4 Million
1.29% of portfolio
Geo Wealth Management, LLC Chicago, IL

644K
Shares

$16.2 Million
0.63% of portfolio
Ci Private Wealth, LLC Miami, FL

251K
Shares

$6.31 Million
0.01% of portfolio
Triad Wealth Partners, LLC Lawrence, KS

37.7K
Shares

$948,356
0.12% of portfolio
Fiat Wealth Management LLC Wayzata, MN

32.7K
Shares

$823,109
9.64% of portfolio

About EXCHANGE LISTED FDS TR CABANA

Ticker TDSC
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