Selective Wealth Management, Inc. Exchange Listed Fds Tr Cabana Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
Shares
8 transactions
Others Institutions Holding TDSC
# of Institutions
22Shares Held
6.97MCall Options Held
100Put Options Held
100-
Foundations Investment Advisors, LLC4.57MShares$113 Million2.29% of portfolio
-
Geo Wealth Management, LLC Chicago, IL2.06MShares$50.9 Million1.73% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI50.9KShares$1.26 Million0.14% of portfolio
-
Gts Securities LLC New York, NY40.7KShares$1.01 Million0.05% of portfolio
-
Ae Wealth Management LLC34.2KShares$846,5820.01% of portfolio