Gradient Investments LLC Exchange Listed Fds Tr Cabana Transaction History

Gradient Investments LLC

$3.55 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 10, 2023	BUY	$21.21 - $22.31 $67,362 - $70,856	3,176 New	3,176 $0

Others Institutions Holding TDSB

# of Institutions

11

Shares Held

5.28M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

3.92M
Shares

$86.1 Million
2.42% of portfolio
Geo Wealth Management, LLC Chicago, IL

1.11M
Shares

$24.5 Million
0.99% of portfolio
Coppell Advisory Solutions LLC Coppell, TX

96.3K
Shares

$2.12 Million
0.42% of portfolio
Continuum Advisory, LLC Eagle, ID

45.8K
Shares

$1.01 Million
0.15% of portfolio
Selective Wealth Management, Inc.

35.5K
Shares

$780,773
0.34% of portfolio

About EXCHANGE LISTED FDS TR CABANA

Ticker TDSB
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