Amplius Wealth Advisors, LLC Exchange Listed Fds Tr Saba Cl Transaction History
Amplius Wealth Advisors, LLC
- $815 Million
- Q3 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 24,984 shares of CEFS stock, worth $543,152. This represents 0.07% of its overall portfolio holdings.
Number of Shares
24,984
Previous 24,506
1.95%
Holding current value
$543,152
Previous $521,000
6.53%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding CEFS
# of Institutions
70Shares Held
3.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC499KShares$10.8 Million0.01% of portfolio
-
Fortress Wealth Management, Inc.341KShares$7.41 Million4.21% of portfolio
-
Foundations Investment Advisors, LLC217KShares$4.73 Million0.11% of portfolio
-
American Portfolios Advisors Holbrook, NY199KShares$4.33 Million0.14% of portfolio
-
Envestnet Asset Management Inc185KShares$4.02 Million0.0% of portfolio