Amplius Wealth Advisors, LLC Exchange Listed Fds Tr Saba Cl Transaction History

Amplius Wealth Advisors, LLC

  • $858 Million
  • Q4 2025

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 27,551 shares of CEFS stock, worth $622,652. This represents 0.07% of its overall portfolio holdings.

Number of Shares
27,551
Previous 27,049 1.86%
Holding current value
$622,652
Previous $615,000 1.14%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$22.58 - $23.01 $11,335 - $11,551
502 Added 1.86%
27,551 $622,000
Q3 2025

Oct 21, 2025
BUY
$22.18 - $22.83 $7,430 - $7,648
335 Added 1.25%
27,049 $615,000
Q2 2025

Aug 04, 2025
BUY
$19.33 - $22.25 $9,896 - $11,392
512 Added 1.95%
26,714 $594,000
Q1 2025

Apr 10, 2025
BUY
$21.3 - $22.61 $19,212 - $20,394
902 Added 3.57%
26,202 $561,000
Q4 2024

Jan 16, 2025
BUY
$21.42 - $22.58 $6,768 - $7,135
316 Added 1.26%
25,300 $541,000
Q3 2024

Oct 16, 2024
BUY
$20.56 - $22.25 $9,827 - $10,635
478 Added 1.95%
24,984 $555,000
Q2 2024

Jul 22, 2024
BUY
$19.46 - $21.29 $875 - $958
45 Added 0.18%
24,506 $521,000
Q1 2024

Apr 16, 2024
BUY
$18.7 - $20.67 $9,574 - $10,583
512 Added 2.14%
24,461 $505,000
Q4 2023

Jan 10, 2024
BUY
$16.56 - $19.41 $10,432 - $12,228
630 Added 2.7%
23,949 $454,000
Q3 2023

Oct 17, 2023
BUY
$17.44 - $19.06 $9,190 - $10,044
527 Added 2.31%
23,319 $408,000
Q2 2023

Jul 26, 2023
BUY
$17.55 - $18.68 $399,999 - $425,754
22,792 New
22,792 $420,000

Others Institutions Holding CEFS

# of Institutions
83
Shares Held
5.29M
Call Options Held
0
Put Options Held
0
View Full List

About EXCHANGE LISTED FDS TR SABA CL

CEFS Quotes by TradingView
  • Ticker CEFS
  • Sector ETFs
  • Industry ETFs
More about CEFS
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email