Glassman Wealth Services Exchange Listed Fds Tr Saba Cl Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$19.46 - $21.29 $5,838 - $6,387	300 New	300 $6,000

Others Institutions Holding CEFS

# of Institutions

70

Shares Held

3.44M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

499K
Shares

$10.8 Million
0.01% of portfolio
Fortress Wealth Management, Inc.

341K
Shares

$7.41 Million
4.21% of portfolio
Foundations Investment Advisors, LLC

217K
Shares

$4.73 Million
0.11% of portfolio
American Portfolios Advisors Holbrook, NY

199K
Shares

$4.33 Million
0.14% of portfolio
Envestnet Asset Management Inc

185K
Shares

$4.02 Million
0.0% of portfolio

About EXCHANGE LISTED FDS TR SABA CL

Ticker CEFS
Sector ETFs
Industry ETFs

More about CEFS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Glassman Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Glassman Wealth Services with notifications on news.