GeoWealth Management, LLC TDSC Holdings History
GeoWealth Management, LLC's ETC Cabana Target Drawdown 10 ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 1.98 Mil shares of ETC Cabana Target Drawdown 10 ETF(TDSC), totaling $49.19 Mil. This investment constitutes 1.98% of their stock portfolio, and GeoWealth Management, LLC now holds 30.06% of the outstanding ETC Cabana Target Drawdown 10 ETF(TDSC) stock.
The initial trade took place in 2021Q2. And since then GeoWealth Management, LLC has made 5 purchases of TDSC, at an average price of $25.70, for a total of 5.04 Mil shares. In addition, there have been 11 sales at an average price of $23.18 for 3.06 Mil shares. Based on historical transaction data and TDSC's current price of $24.67, GeoWealth Management, LLC's estimated gain on his TDSC holdings is $-9.74 Mil, reflecting a -7.52% gain to date.
GeoWealth Management, LLC TDSC ($24.67) Holding Chart
GeoWealth Management, LLC TDSC ($24.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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