Towerpoint Wealth, LLC Exchange Listed Fds Tr Saba Cl Transaction History
Towerpoint Wealth, LLC
- $239 Million
- Q3 2025
A detailed history of Towerpoint Wealth, LLC transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 13,690 shares of CEFS stock, worth $309,394. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,690
Previous 13,690
-0.0%
Holding current value
$309,394
Previous $304,000
2.3%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding CEFS
# of Institutions
82Shares Held
5.02MCall 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
-
Raymond James Financial Inc St. Petersburg, FL280KShares$6.33 Million0.0% of portfolio
-
Envestnet Asset Management Inc267KShares$6.03 Million0.0% of portfolio