Grimes & Company, Inc. Exchange Listed Fds Tr Saba Cl Transaction History
Grimes & Company, Inc.
- $3.18 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding CEFS
# of Institutions
74Shares Held
4.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC415KShares$9.26 Million0.0% of portfolio
-
Fortress Wealth Management, Inc.336KShares$7.5 Million4.37% of portfolio
-
Foundations Investment Advisors, LLC273KShares$6.09 Million0.11% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA255KShares$5.69 Million0.87% of portfolio
-
Envestnet Asset Management Inc216KShares$4.81 Million0.0% of portfolio