Calton & Associates, Inc. Exchange Listed Fds Tr Saba Cl Transaction History
Calton & Associates, Inc.
- $622 Million
- Q3 2025
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 9,439 shares of CEFS stock, worth $213,321. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,439
Previous 9,345
1.01%
Holding current value
$213,321
Previous $207,000
3.38%
% of portfolio
0.03%
Previous 0.04%
Shares
4 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