Calton & Associates, Inc. Exchange Listed Fds Tr Saba Cl Transaction History
Calton & Associates, Inc.
- $250 Million
- Q3 2024
A detailed history of Calton & Associates, Inc. transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Calton & Associates, Inc. holds 9,024 shares of CEFS stock, worth $199,159. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,024
Previous 6,330
42.56%
Holding current value
$199,159
Previous $140,000
42.86%
% of portfolio
0.08%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding CEFS
# of Institutions
70Shares Held
3.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC499KShares$11 Million0.01% of portfolio
-
Fortress Wealth Management, Inc.341KShares$7.52 Million4.21% of portfolio
-
Foundations Investment Advisors, LLC217KShares$4.8 Million0.11% of portfolio
-
American Portfolios Advisors Holbrook, NY199KShares$4.4 Million0.14% of portfolio
-
Envestnet Asset Management Inc185KShares$4.08 Million0.0% of portfolio