Visionary Wealth Advisors Exchange Listed Fds Tr Saba Cl Transaction History
Visionary Wealth Advisors
- $1.62 Billion
- Q4 2024
A detailed history of Visionary Wealth Advisors transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Visionary Wealth Advisors holds 59,416 shares of CEFS stock, worth $1.28 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
59,416
Previous 40,641
46.2%
Holding current value
$1.28 Million
Previous $904,000
40.71%
% of portfolio
0.08%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding CEFS
# of Institutions
78Shares Held
3.83MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC430KShares$9.23 Million0.0% of portfolio
-
Fortress Wealth Management, Inc.371KShares$7.98 Million4.5% of portfolio
-
Foundations Investment Advisors, LLC268KShares$5.76 Million0.12% of portfolio
-
American Portfolios Advisors Holbrook, NY199KShares$4.28 Million0.14% of portfolio
-
Envestnet Asset Management Inc198KShares$4.26 Million0.0% of portfolio