Circle Wealth Management, LLC Exchange Listed Fds Tr Saba Cl Put Options Transaction History

Circle Wealth Management, LLC

$4.51 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CEFS

# of Institutions

70

Shares Held

3.44M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

499K
Shares

$11.1 Million
0.01% of portfolio
Fortress Wealth Management, Inc.

341K
Shares

$7.55 Million
4.21% of portfolio
Foundations Investment Advisors, LLC

217K
Shares

$4.82 Million
0.11% of portfolio
American Portfolios Advisors Holbrook, NY

199K
Shares

$4.41 Million
0.14% of portfolio
Envestnet Asset Management Inc

185K
Shares

$4.1 Million
0.0% of portfolio

About EXCHANGE LISTED FDS TR SABA CL

Ticker CEFS
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