Cresset Asset Management, LLC Exchange Listed Fds Tr Saba Cl Transaction History

Cresset Asset Management, LLC

$23.6 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$17.44 - $19.06 $457,015 - $499,467	26,205 New	26,205 $459,000

Others Institutions Holding CEFS

# of Institutions

68

Shares Held

3.53M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

469K
Shares

$10.4 Million
0.01% of portfolio
Fortress Wealth Management, Inc.

341K
Shares

$7.54 Million
4.21% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

263K
Shares

$5.83 Million
0.29% of portfolio
Foundations Investment Advisors, LLC

217K
Shares

$4.81 Million
0.11% of portfolio
American Portfolios Advisors Holbrook, NY

199K
Shares

$4.41 Million
0.14% of portfolio

About EXCHANGE LISTED FDS TR SABA CL

Ticker CEFS
Sector ETFs
Industry ETFs

More about CEFS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cresset Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cresset Asset Management, LLC with notifications on news.