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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
| $150M | +$19.3M | +724,441 | +14% |
|
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $24.6M | -$6.59M | -247,512 | -21% |
|
|
AWM
3
AE Wealth Management
Topeka,
Kansas
| $3.62M | -$137K | -5,152 | -4% |
|
|
AWM
4
Avaii Wealth Management
Appleton,
Wisconsin
| $726K | +$65.5K | +2,461 | +10% |
|
5
Citadel Advisors
Miami,
Florida
| $243K | -$55.6K | -2,087 | -18% |
|
|
SWM
6
Selective Wealth Management
Forest,
Virginia
| $88K | – | – | – |
|
7
UBS Group
Zurich,
Switzerland
| $63K | +$64.6K | +2,428 | New |
|
|
OPS
8
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$337K | -11,282 | Closed |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$96K | -3,212 | Closed |
|
10
Morgan Stanley
New York
| – | -$25K | -823 | Closed |
|