Gradient Investments LLC Exchange Listed Fds Tr Cabana Transaction History

Gradient Investments LLC

$4.41 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$23.16 - $24.45 $23 - $24	1 New	1 $0

Others Institutions Holding TDSC

# of Institutions

18

Shares Held

5.94M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

3.66M
Shares

$89.3 Million
1.51% of portfolio
Geo Wealth Management, LLC Chicago, IL

1.98M
Shares

$48.4 Million
2.11% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

50.5K
Shares

$1.23 Million
0.1% of portfolio
Gts Securities LLC New York, NY

43.6K
Shares

$1.06 Million
0.05% of portfolio
Fiat Wealth Management LLC Wayzata, MN

32.7K
Shares

$799,545
9.64% of portfolio

About EXCHANGE LISTED FDS TR CABANA

Ticker TDSC
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