Capital Directions Investment Advisors, LLC Exchange Listed Fds Tr Saba Cl Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	$19.93 - $20.85 $1,195 - $1,251	-60 Closed	0 $0
Q2 2017 Aug 15, 2017	BUY	N/A	60	60 $1,000

Others Institutions Holding CEFS

# of Institutions

Shares Held

3.44M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

499K
Shares

$11 Million
0.01% of portfolio
Fortress Wealth Management, Inc.

341K
Shares

$7.52 Million
4.21% of portfolio
Foundations Investment Advisors, LLC

217K
Shares

$4.8 Million
0.11% of portfolio
American Portfolios Advisors Holbrook, NY

199K
Shares

$4.4 Million
0.14% of portfolio
Envestnet Asset Management Inc

185K
Shares

$4.08 Million
0.0% of portfolio

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About EXCHANGE LISTED FDS TR SABA CL

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