Selective Wealth Management, Inc. Exchange Listed Fds Tr Cabana Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	SELL	$21.75 - $22.86 $161,515 - $169,758	-7,426 Reduced 25.44%	21,764 $473,000
Q2 2023 Jul 11, 2023	SELL	$21.89 - $22.37 $830,594 - $848,807	-37,944 Reduced 56.52%	29,190 $652,000
Q4 2022 Jan 23, 2023	SELL	$21.98 - $23.48 $602,032 - $643,117	-27,390 Reduced 28.98%	67,134 $0
Q3 2022 Oct 21, 2022	SELL	$22.7 - $24.19 $1.51 Million - $1.61 Million	-66,610 Reduced 41.34%	94,524 $2.15 Million
Q2 2022 Jul 28, 2022	SELL	$22.92 - $25.9 $716,020 - $809,116	-31,240 Reduced 16.24%	161,134 $3.71 Million
Q1 2022 Apr 20, 2022	SELL	$25.01 - $28.18 $524,634 - $591,131	-20,977 Reduced 9.83%	192,374 $4.94 Million
Q4 2021 Jan 18, 2022	BUY	$26.57 - $28.6 $2.87 Million - $3.09 Million	108,184 Added 102.87%	213,351 $5.97 Million
Q3 2021 Oct 27, 2021	BUY	$26.54 - $27.87 $2.79 Million - $2.93 Million	105,167 New	105,167 $2.81 Million

Others Institutions Holding TDSC

# of Institutions

20

Shares Held

6.95M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

4.57M
Shares

$117 Million
2.29% of portfolio
Geo Wealth Management, LLC Chicago, IL

2.06M
Shares

$52.8 Million
1.73% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

50.9K
Shares

$1.3 Million
0.14% of portfolio
Ae Wealth Management LLC

34.2K
Shares

$877,391
0.01% of portfolio
Fiat Wealth Management LLC Wayzata, MN

32.7K
Shares

$838,818
9.64% of portfolio

About EXCHANGE LISTED FDS TR CABANA

Ticker TDSC
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