Creative Planning Exchange Listed Fds Tr Cabana Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Exchange Listed Fds Tr Cabana stock. As of the latest transaction made, Creative Planning holds 9,095 shares of TDSC stock, worth $211,822. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,095

Holding current value

$211,822

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$24.36 - $25.91 $221,554 - $235,651	9,095 New	9,095 $225,000

Others Institutions Holding TDSC

# of Institutions

Shares Held

6.41M

Call Options Held

Put Options Held

Foundations Investment Advisors, LLC

4.15M
Shares

$96.6 Million
2.02% of portfolio
Geo Wealth Management, LLC Chicago, IL

1.98M
Shares

$46.1 Million
2.11% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

50.5K
Shares

$1.18 Million
0.12% of portfolio
Fiat Wealth Management LLC Wayzata, MN

32.7K
Shares

$762,235
9.64% of portfolio
Gts Securities LLC New York, NY

32K
Shares

$746,165
0.03% of portfolio

View Full List

About EXCHANGE LISTED FDS TR CABANA

Ticker TDSC
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