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

Foundations Investment Advisors, LLC

  • $5.88 Billion
  • Q2 2025

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 235,419 shares of CEFS stock, worth $5.33 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
235,419
Previous 272,793 13.7%
Holding current value
$5.33 Million
Previous $5.82 Million 10.02%
% of portfolio
0.09%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$19.33 - $22.25 $722,439 - $831,571
-37,374 Reduced 13.7%
235,419 $5.24 Million
Q1 2025

May 07, 2025
BUY
$21.3 - $22.61 $94,039 - $99,823
4,415 Added 1.65%
272,793 $5.82 Million
Q4 2024

Jan 22, 2025
BUY
$21.42 - $22.58 $1.09 Million - $1.15 Million
50,961 Added 23.44%
268,378 $5.75 Million
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
80
Shares Held
4.57M
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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