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

Foundations Investment Advisors, LLC

$6.26 Billion
Q3 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 244,220 shares of CEFS stock, worth $5.58 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

244,220

Previous 235,419 3.74%

Holding current value

$5.58 Million

Previous $5.24 Million 6.21%

% of portfolio

0.09%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$22.18 - $22.83 $195,206 - $200,926	8,801 Added 3.74%	244,220 $5.56 Million
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

Shares Held

4.75M

Call Options Held

Put Options Held

View Full List

About EXCHANGE LISTED FDS TR SABA CL

Ticker CEFS
Sector ETFs
Industry ETFs

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