Davis R M Inc Exchange Listed Fds Tr Cabana Transaction History

Davis R M Inc

$5.09 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$21.76 - $23.47 $318,849 - $343,905	14,653 New	14,653 $341,000
Q3 2022 Nov 08, 2022	BUY	$22.7 - $24.19 $227,385 - $242,311	10,017 New	10,017 $228,000

Others Institutions Holding TDSC

# of Institutions

19

Shares Held

7.5M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

5.08M
Shares

$131 Million
2.9% of portfolio
Geo Wealth Management, LLC Chicago, IL

2.07M
Shares

$53.5 Million
1.93% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

76.8K
Shares

$1.99 Million
0.28% of portfolio
Fiat Wealth Management LLC Wayzata, MN

32.7K
Shares

$847,327
9.64% of portfolio
Triad Wealth Partners, LLC Lawrence, KS

31.8K
Shares

$823,897
0.43% of portfolio

About EXCHANGE LISTED FDS TR CABANA

Ticker TDSC
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