Capital Directions Investment Advisors, LLC Exchange Listed Fds Tr Saba Cl Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
Shares
2 transactions
Others Institutions Holding CEFS
# of Institutions
62Shares Held
3.15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC464KShares$10.1 Million0.01% of portfolio
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Fortress Wealth Management, Inc.334KShares$7.29 Million4.05% of portfolio
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Envestnet Asset Management Inc241KShares$5.27 Million0.0% of portfolio
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Proficio Capital Partners LLC Newton, MA201KShares$4.39 Million0.47% of portfolio
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American Portfolios Advisors Holbrook, NY199KShares$4.35 Million0.14% of portfolio