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

Amplius Wealth Advisors, LLC

$881 Million
Q1 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 26,202 shares of CEFS stock, worth $561,508. This represents 0.06% of its overall portfolio holdings.

Number of Shares

26,202

Previous 25,300 3.57%

Holding current value

$561,508

Previous $541,000 3.7%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

3.96M

Call Options Held

Put Options Held

View Full List

About EXCHANGE LISTED FDS TR SABA CL

Ticker CEFS
Sector ETFs
Industry ETFs

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