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CLSA
Cabana Target Leading Sector Aggressive ETF
CLSA
CLSA
Delisted
CLSA was delisted on the 5th of January, 2024.
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $142M | +$146M | +5,806,636 | New |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $21M | +$21.5M | +856,797 | New |
|
|
AWM
3
AE Wealth Management
Topeka,
Kansas
| $4.86M | +$4.99M | +198,614 | New |
|
|
OPS
4
Orion Portfolio Solutions
Omaha,
Nebraska
| $1.09M | +$1.12M | +44,413 | New |
|
|
SWM
5
Selective Wealth Management
Forest,
Virginia
| $399K | +$410K | +16,312 | New |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $354K | +$363K | +14,461 | New |
|
7
Morgan Stanley
New York
| $142K | +$146K | +5,811 | New |
|
8
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $46K | +$47.2K | +1,878 | New |
|
9
UBS Group
Zurich,
Switzerland
| $5K | +$5.27K | +210 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| – | +$301 | +12 | New |
|