Oregon Pacific Wealth Management, LLC Exchange Listed Fds Tr Saba Cl Transaction History
Oregon Pacific Wealth Management, LLC
- $106 Billion
- Q2 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 22,280 shares of CEFS stock, worth $498,849. This represents 0.47% of its overall portfolio holdings.
Number of Shares
22,280
Previous 23,162
3.81%
Holding current value
$498,849
Previous $494 Million
0.3%
% of portfolio
0.47%
Previous 0.49%
Shares
3 transactions
Others Institutions Holding CEFS
# of Institutions
79Shares Held
4.49MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC427KShares$9.55 Million0.0% of portfolio
-
Fortress Wealth Management, Inc.351KShares$7.87 Million4.46% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA315KShares$7.05 Million1.09% of portfolio
-
Envestnet Asset Management Inc240KShares$5.36 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC235KShares$5.27 Million0.09% of portfolio