Calton & Associates, Inc. Exchange Listed Fds Tr Saba Cl Transaction History

Calton & Associates, Inc.

$412 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$20.56 - $22.25 $55,388 - $59,941	2,694 Added 42.56%	9,024 $200,000
Q3 2024 Oct 18, 2024	BUY	$20.56 - $22.25 $130,144 - $140,842	6,330 New	6,330 $140,000

Others Institutions Holding CEFS

# of Institutions

74

Shares Held

4.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

415K
Shares

$9.26 Million
0.0% of portfolio
Fortress Wealth Management, Inc.

336K
Shares

$7.5 Million
4.37% of portfolio
Foundations Investment Advisors, LLC

273K
Shares

$6.09 Million
0.11% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

255K
Shares

$5.69 Million
0.87% of portfolio
Envestnet Asset Management Inc

216K
Shares

$4.81 Million
0.0% of portfolio

About EXCHANGE LISTED FDS TR SABA CL

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