Foundations Investment Advisors, LLC Exchange Listed Fds Tr Saba Cl Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 217,417 shares of CEFS stock, worth $4.8 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
217,417
Previous 193,067 12.61%
Holding current value
$4.8 Million
Previous $4.11 Million 17.69%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 21, 2024
BUY
$20.56 - $22.25 $500,635 - $541,787
24,350 Added 12.61%
217,417 $4.84 Million
Q2 2024

Aug 02, 2024
BUY
$19.46 - $21.29 $3.76 Million - $4.11 Million
193,067 New
193,067 $4.11 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
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email