Creative Planning Exchange Listed Fds Tr Cabana Call Options Transaction History
Creative Planning
- $106 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TDSC
# of Institutions
18Shares Held
6.41MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC4.15MShares$96.6 Million2.02% of portfolio
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Geo Wealth Management, LLC Chicago, IL1.98MShares$46.1 Million2.11% of portfolio
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Signal Advisors Wealth, LLC Detroit, MI50.5KShares$1.18 Million0.12% of portfolio
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Fiat Wealth Management LLC Wayzata, MN32.7KShares$762,2359.64% of portfolio
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Gts Securities LLC New York, NY32KShares$746,1650.03% of portfolio