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 $7.52 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
340,909
Previous 326,745
4.33%
Holding current value
$7.52 Million
Previous $6.96 Million
9.04%
% of portfolio
4.21%
Previous 4.02%
Shares
4 transactions
Others Institutions Holding CEFS
# of Institutions
70Shares Held
3.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC499KShares$11 Million0.01% of portfolio
-
Foundations Investment Advisors, LLC217KShares$4.8 Million0.11% of portfolio
-
American Portfolios Advisors Holbrook, NY199KShares$4.4 Million0.14% of portfolio
-
Envestnet Asset Management Inc185KShares$4.08 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL158KShares$3.49 Million0.01% of portfolio