Ifp Advisors, Inc Listed Fds Tr Changebridge Cap Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 06, 2021	SELL	$24.54 - $26.38 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$25.07 - $27.79 $183,011 - $202,867	-7,300 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$23.06 - $27.76 $168,338 - $202,648	7,300 New	7,300 $194,000

Others Institutions Holding CBLS

# of Institutions

7

Shares Held

897K

Call Options Held

0

Put Options Held

0

Warren Averett Asset Management, LLC Birmingham, AL

611K
Shares

$16.5 Million
0.25% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

140K
Shares

$3.8 Million
0.27% of portfolio
Raymond James Financial Inc St. Petersburg, FL

120K
Shares

$3.25 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

20K
Shares

$541,400
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

6.06K
Shares

$164,017
0.0% of portfolio

About LISTED FDS TR CHANGEBRIDGE CAP

Ticker CBLS
Sector ETFs
Industry ETFs

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