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TDSE
Cabana Target Drawdown 16 ETF
TDSE
TDSE
Delisted
TDSE was delisted on the 5th of January, 2024.
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $152M | +$42.7M | +1,439,812 | +38% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $35.7M | +$3.59M | +121,074 | +11% |
|
|
AWM
3
AE Wealth Management
Topeka,
Kansas
| $4.32M | +$321K | +10,844 | +8% |
|
|
AWM
4
Avaii Wealth Management
Appleton,
Wisconsin
| $764K | +$759K | +25,610 | New |
|
5
Citadel Advisors
Miami,
Florida
| $343K | +$340K | +11,488 | New |
|
|
OPS
6
Orion Portfolio Solutions
Omaha,
Nebraska
| $337K | -$393K | -13,244 | -54% |
|
|
SWM
7
Selective Wealth Management
Forest,
Virginia
| $101K | +$70.4K | +2,375 | +233% |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $96K | +$95.2K | +3,212 | New |
|
9
Morgan Stanley
New York
| $25K | +$24.4K | +823 | New |
|
10
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$77K | -2,742 | Closed |
|
11
UBS Group
Zurich,
Switzerland
| – | -$40K | -1,440 | Closed |
|