Ifp Advisors, Inc Listed Fds Tr Changebridge Cap Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 06, 2021	SELL	N/A	0 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	N/A	-7,300 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	N/A	7,300 New	7,300 $194,000

Others Institutions Holding CBLS

# of Institutions

6

Shares Held

275K

Call Options Held

0

Put Options Held

0

Jaffetilchin Investment Partners, LLC Tampa, FL

129K
Shares

$3.43 Million
0.27% of portfolio
Raymond James & Associates St Petersburg, FL

70K
Shares

$1.85 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

62.5K
Shares

$1.65 Million
0.0% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

13K
Shares

$344,240
0.01% of portfolio
Ubs Group Ag

40
Shares

$1,059
0.0% of portfolio

About LISTED FDS TR CHANGEBRIDGE CAP

Ticker CBLS
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