Selective Wealth Management, Inc. Exchange Listed Fds Tr Cabana Transaction History
Selective Wealth Management, Inc.
- $233 Million
- Q1 2024
A detailed history of Selective Wealth Management, Inc. transactions in Exchange Listed Fds Tr Cabana stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 35,522 shares of TDSB stock, worth $780,773. This represents 0.34% of its overall portfolio holdings.
Number of Shares
35,522
Previous 37,391
5.0%
Holding current value
$780,773
Previous $809,000
2.97%
% of portfolio
0.34%
Previous 0.4%
Shares
10 transactions
Others Institutions Holding TDSB
# of Institutions
11Shares Held
5.28MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC3.92MShares$86.1 Million2.42% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.11MShares$24.5 Million0.99% of portfolio
-
Coppell Advisory Solutions LLC Coppell, TX96.3KShares$2.12 Million0.42% of portfolio
-
Continuum Advisory, LLC Eagle, ID45.8KShares$1.01 Million0.15% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI27.6KShares$606,0760.15% of portfolio