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

Amplius Wealth Advisors, LLC

  • $759 Million
  • Q2 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 24,506 shares of CEFS stock, worth $535,701. This represents 0.07% of its overall portfolio holdings.

Number of Shares
24,506
Previous 24,461 0.18%
Holding current value
$535,701
Previous $505,000 3.17%
% of portfolio
0.07%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
65
Shares Held
3.48M
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
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