Ae Wealth Management LLC Exchange Listed Fds Tr Saba Cl Transaction History
Ae Wealth Management LLC
- $14.9 Billion
- Q4 2025
A detailed history of Ae Wealth Management LLC transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Ae Wealth Management LLC holds 380 shares of CEFS stock, worth $8,588. This represents 0.0% of its overall portfolio holdings.
Number of Shares
380
Previous 230
65.22%
Holding current value
$8,588
Previous $5,000
60.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CEFS
# of Institutions
83Shares Held
5.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC441KShares$9.97 Million0.0% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA358KShares$8.1 Million1.12% of portfolio
-
Fortress Wealth Management, Inc.353KShares$7.97 Million4.31% of portfolio
-
Farther Finance Advisors, LLC San Francisco, CA316KShares$7.15 Million0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL280KShares$6.33 Million0.0% of portfolio