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Get Institutions for : 
Cabana Target Drawdown 7 Etf (TDSB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    2
Total shares held : 
 5,408,941  
% of shares held : 
 6.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 771,825  
% of shares held change : 
   0.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 138,907
 2.57%
 
Increased Positions :
4
 842,693
 15.58%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
4
-142,318
-2.63%
 
Closed Positions :
5
-67,457
-1.25%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Foundations Investment Advisors LLC 8 - 2024-03-31 3,917,622 $86,579,000 -408,917
   GeoWealth Management LLC 19 - 2024-03-31 1,112,816 $24,593,000 424,487
   Coppell Advisory Solutions LLC 52 *New 2023-12-31 96,282 $2,084,000 96,282
   Continuum Advisory LLC 153 - 2024-03-31 45,779 $1,003,000 -44,510
   Selective Wealth Management 42 - 2024-03-31 35,522 $773,000 -1,869
   Signal Advisors Wealth LLC 137 *New 2024-03-31 27,574 $609,000 27,574
   AE Wealth Management LLC 850 - 2024-03-31 19,391 $429,000 -56,340
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3825 - 2024-03-31 16,246 $359,000 -1,407
   UBS Group AG 4566 - 2024-03-31 10,707 $237,000 10,707
   TOWER RESEARCH CAPITAL LLC 2401 - 2024-03-31 1,890 $42,000 530
   PROEQUITIES INC. 3372 - 2024-03-31 0 $0 0
   OLD MISSION CAPITAL LLC 971 *Closed 2024-03-31 0 $0 -27,532
   GOLDMAN SACHS GROUP INC/ 4846 *Closed 2024-03-31 0 $0 -15,093
   GTS SECURITIES LLC 1538 *Closed 2024-03-31 0 $0 -32,742
  14 Records found
  1    
  Page 1 of 1
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