Fortress Wealth Management, Inc. Exchange Listed Fds Tr Saba Cl Transaction History

Fortress Wealth Management, Inc.

  • $180 Million
  • Q3 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 340,909 shares of CEFS stock, worth $7.41 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
340,909
Previous 326,745 4.33%
Holding current value
$7.41 Million
Previous $6.96 Million 9.04%
% of portfolio
4.21%
Previous 4.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$20.56 - $22.25 $291,211 - $315,149
14,164 Added 4.33%
340,909 $7.59 Million
Q2 2024

Jul 16, 2024
SELL
$19.46 - $21.29 $143,498 - $156,992
-7,374 Reduced 2.21%
326,745 $6.96 Million
Q1 2024

Apr 19, 2024
BUY
$18.7 - $20.67 $500,655 - $553,397
26,773 Added 8.71%
334,119 $6.91 Million
Q4 2023

Feb 12, 2024
BUY
$16.56 - $19.41 $5.09 Million - $5.97 Million
307,346 New
307,346 $5.83 Million

Others Institutions Holding CEFS

# of Institutions
70
Shares Held
3.44M
Call Options Held
0
Put Options Held
0
View Full List

About EXCHANGE LISTED FDS TR SABA CL

CEFS Quotes by TradingView
  • Ticker CEFS
  • Sector ETFs
  • Industry ETFs
More about CEFS
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