Regal Investment Advisors LLC Exchange Listed Fds Tr Cabana Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$26.57 - $28.6 $479,933 - $516,601	-18,063 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$26.54 - $27.87 $479,392 - $503,415	18,063 New	18,063 $0

Others Institutions Holding TDSC

# of Institutions

19

Shares Held

7.5M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

5.08M
Shares

$129 Million
2.9% of portfolio
Geo Wealth Management, LLC Chicago, IL

2.07M
Shares

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

76.8K
Shares

$1.95 Million
0.28% of portfolio
Fiat Wealth Management LLC Wayzata, MN

32.7K
Shares

$829,000
9.64% of portfolio
Triad Wealth Partners, LLC Lawrence, KS

31.8K
Shares

$806,076
0.43% of portfolio

About EXCHANGE LISTED FDS TR CABANA

Ticker TDSC
Sector ETFs
Industry ETFs

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