Atria Wealth Solutions, Inc. Exchange Listed Fds Tr Saba Cl Transaction History
Atria Wealth Solutions, Inc.
- $7.87 Billion
- Q1 2025
A detailed history of Atria Wealth Solutions, Inc. transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 12,487 shares of CEFS stock, worth $274,963. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,487
Previous 12,586
0.79%
Holding current value
$274,963
Previous $269,000
1.12%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding CEFS
# of Institutions
74Shares Held
4.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC415KShares$9.13 Million0.0% of portfolio
-
Fortress Wealth Management, Inc.336KShares$7.4 Million4.37% of portfolio
-
Foundations Investment Advisors, LLC273KShares$6.01 Million0.11% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA255KShares$5.6 Million0.87% of portfolio
-
Envestnet Asset Management Inc216KShares$4.75 Million0.0% of portfolio