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 334,119 shares of CEFS stock, worth $7.11 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares
334,119
Previous 307,346 8.71%
Holding current value
$7.11 Million
Previous $5.83 Million 18.46%
% of portfolio
4.05%
Previous 3.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About EXCHANGE LISTED FDS TR SABA CL


  • Ticker CEFS
  • Sector ETFs
  • Industry ETFs
More about CEFS
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