Fortress Wealth Management, Inc. Exchange Listed Fds Tr Saba Cl Transaction History
Fortress Wealth Management, Inc.
- $171 Million
- Q1 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 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
Others Institutions Holding CEFS
# of Institutions
62Shares Held
3.13MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC464KShares$9.88 Million0.01% of portfolio
-
Envestnet Asset Management Inc241KShares$5.14 Million0.0% of portfolio
-
Proficio Capital Partners LLC Newton, MA201KShares$4.29 Million0.47% of portfolio
-
American Portfolios Advisors Holbrook, NY199KShares$4.24 Million0.14% of portfolio
-
Cetera Investment Advisers Schaumburg, IL192KShares$4.1 Million0.01% of portfolio