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

22

Shares Held

6.97M

Call Options Held

100

Put Options Held

100

Foundations Investment Advisors, LLC

4.57M
Shares

$113 Million
2.29% of portfolio
Geo Wealth Management, LLC Chicago, IL

2.06M
Shares

$50.9 Million
1.73% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

50.9K
Shares

$1.26 Million
0.14% of portfolio
Gts Securities LLC New York, NY

40.7K
Shares

$1.01 Million
0.05% of portfolio
Ae Wealth Management LLC

34.2K
Shares

$846,582
0.01% of portfolio

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 Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.