Regal Investment Advisors LLC Exchange Listed Fds Tr Cabana Transaction History

Regal Investment Advisors LLC

$1.21 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$25.34 - $26.86 $395,025 - $418,720	-15,589 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$25.43 - $26.57 $396,428 - $414,199	15,589 New	15,589 $0

Others Institutions Holding TDSB

# of Institutions

10

Shares Held

3.3M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

2.35M
Shares

$52.2 Million
1.02% of portfolio
Geo Wealth Management, LLC Chicago, IL

876K
Shares

$19.5 Million
0.84% of portfolio
Ae Wealth Management LLC

21.4K
Shares

$475,855
0.0% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

20.8K
Shares

$462,672
0.05% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

15.4K
Shares

$341,875
0.0% of portfolio

About EXCHANGE LISTED FDS TR CABANA

Ticker TDSB
Sector ETFs
Industry ETFs

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