Lpl Financial LLC Exchange Listed Fds Tr Cabana Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in Exchange Listed Fds Tr Cabana stock. As of the latest transaction made, Lpl Financial LLC holds 10,425 shares of TDSC stock, worth $264,273. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,425

Holding current value

$264,273

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$23.52 - $25.43 $245,196 - $265,107	10,425 New	10,425 $265,000
Q1 2024 May 10, 2024	SELL	$22.81 - $24.26 $93,338 - $99,271	-4,092 Reduced 23.82%	13,090 $317,000
Q4 2023 Feb 14, 2024	SELL	$21.76 - $23.47 $10,880 - $11,735	-500 Reduced 2.83%	17,182 $399,000
Q3 2023 Nov 13, 2023	BUY	$21.75 - $22.86 $384,583 - $404,210	17,682 New	17,682 $384,000

Others Institutions Holding TDSC

# of Institutions

Shares Held

6.97M

Call Options Held

Put Options Held

Foundations Investment Advisors, LLC

4.57M
Shares

$116 Million
2.29% of portfolio
Geo Wealth Management, LLC Chicago, IL

2.07M
Shares

$52.4 Million
1.93% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

50.9K
Shares

$1.29 Million
0.14% of portfolio
Fiat Wealth Management LLC Wayzata, MN

32.7K
Shares

$829,654
9.64% of portfolio
Triad Wealth Partners, LLC Lawrence, KS

31.8K
Shares

$806,713
0.43% of portfolio

View Full List

About EXCHANGE LISTED FDS TR CABANA

Ticker TDSC
Sector ETFs
Industry ETFs

More about TDSC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account