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CLSC
Cabana Target Leading Sector Conservative ETF
CLSC
CLSC
Delisted
CLSC was delisted on the 5th of January, 2024.
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $212M | +$170M | +7,273,592 | +335% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $30.1M | +$23.5M | +1,007,886 | +337% |
|
|
SWM
3
Selective Wealth Management
Forest,
Virginia
| $2.44M | -$141K | -6,040 | -5% |
|
4
Envestnet Asset Management
Chicago,
Illinois
| $568K | +$576K | +24,689 | New |
|
|
TIM
5
Tevis Investment Management
Plano,
Texas
| $78K | +$76.5K | +3,280 | New |
|
6
Wells Fargo
San Francisco,
California
| $8K | +$7.6K | +326 | New |
|
7
UBS Group
Zurich,
Switzerland
| $2K | -$34.9K | -1,499 | -94% |
|
|
AWM
8
AE Wealth Management
Topeka,
Kansas
| – | -$846K | -33,601 | Closed |
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$512K | -20,319 | Closed |
|
10
Morgan Stanley
New York
| – | -$106K | -4,195 | Closed |
|
11
Bank of America
Charlotte,
North Carolina
| – | -$69K | -2,748 | Closed |
|
12
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$11K | -450 | Closed |
|
13
AssetMark Inc
Concord,
California
| – | -$1K | -37 | Closed |
|
14
Osaic Holdings
Scottsdale,
Arizona
| – | -$1K | -25 | Closed |
|