Napa Wealth Management Exchange Listed Fds Tr Saba Cl Transaction History
Napa Wealth Management
- $231 Billion
- Q4 2024
A detailed history of Napa Wealth Management transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Napa Wealth Management holds 56,396 shares of CEFS stock, worth $1.27 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
56,396
Previous 43,489
29.68%
Holding current value
$1.27 Million
Previous $968 Million
24.84%
% of portfolio
0.52%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding CEFS
# of Institutions
77Shares Held
3.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC430KShares$9.68 Million0.0% of portfolio
-
Fortress Wealth Management, Inc.371KShares$8.36 Million4.5% of portfolio
-
Foundations Investment Advisors, LLC268KShares$6.04 Million0.12% of portfolio
-
American Portfolios Advisors Holbrook, NY199KShares$4.48 Million0.14% of portfolio
-
Envestnet Asset Management Inc198KShares$4.47 Million0.0% of portfolio