Ae Wealth Management LLC Exchange Listed Fds Tr Saba Cl Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 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 $5,216. This represents 0.0% of its overall portfolio holdings.
Number of Shares
230
Previous 230
-0.0%
Holding current value
$5,216
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CEFS
# of Institutions
80Shares Held
4.57MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC427KShares$9.68 Million0.0% of portfolio
-
Fortress Wealth Management, Inc.351KShares$7.97 Million4.46% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA315KShares$7.14 Million1.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL263KShares$5.97 Million0.0% of portfolio
-
Envestnet Asset Management Inc240KShares$5.43 Million0.0% of portfolio