Ae Wealth Management LLC Exchange Listed Fds Tr Saba Cl Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 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 230 shares of CEFS stock, worth $4,836. This represents 0.0% of its overall portfolio holdings.

Number of Shares

230

Holding current value

$4,836

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$21.3 - $22.61 $4,899 - $5,200	230 New	230 $4,000

Others Institutions Holding CEFS

# of Institutions

Shares Held

3.85M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

415K
Shares

$8.72 Million
0.0% of portfolio
Fortress Wealth Management, Inc.

336K
Shares

$7.06 Million
4.37% of portfolio
Foundations Investment Advisors, LLC

273K
Shares

$5.74 Million
0.11% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

255K
Shares

$5.35 Million
0.87% of portfolio
Envestnet Asset Management Inc

216K
Shares

$4.53 Million
0.0% of portfolio

View Full List

About EXCHANGE LISTED FDS TR SABA CL

Ticker CEFS
Sector ETFs
Industry ETFs

More about CEFS

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Ae Wealth Management LLC Exchange Listed Fds Tr Saba Cl Transaction History