Amplius Wealth Advisors, LLC Exchange Listed Fds Tr Saba Cl Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q3 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 27,049 shares of CEFS stock, worth $611,307. This represents 0.07% of its overall portfolio holdings.
Number of Shares
27,049
Previous 26,714
1.25%
Holding current value
$611,307
Previous $594,000
3.54%
% of portfolio
0.07%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding CEFS
# of Institutions
82Shares Held
5.02MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC441KShares$9.97 Million0.0% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA358KShares$8.1 Million1.12% of portfolio
-
Fortress Wealth Management, Inc.353KShares$7.97 Million4.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL280KShares$6.33 Million0.0% of portfolio
-
Envestnet Asset Management Inc267KShares$6.03 Million0.0% of portfolio