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 $4.82 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
217,417
Previous 193,067
12.61%
Holding current value
$4.82 Million
Previous $4.11 Million
17.69%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding CEFS
# of Institutions
70Shares Held
3.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC499KShares$11.1 Million0.01% of portfolio
-
Fortress Wealth Management, Inc.341KShares$7.55 Million4.21% of portfolio
-
American Portfolios Advisors Holbrook, NY199KShares$4.41 Million0.14% of portfolio
-
Envestnet Asset Management Inc185KShares$4.1 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL158KShares$3.51 Million0.01% of portfolio