J.W. Cole Advisors, Inc. Exchange Listed Fds Tr Saba Cl Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 24,498 shares of CEFS stock, worth $540,670. This represents 0.02% of its overall portfolio holdings.
Number of Shares
24,498
Previous 14,081
73.98%
Holding current value
$540,670
Previous $299,000
82.27%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CEFS
# of Institutions
70Shares Held
3.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC499KShares$11 Million0.01% of portfolio
-
Fortress Wealth Management, Inc.341KShares$7.52 Million4.21% of portfolio
-
Foundations Investment Advisors, LLC217KShares$4.8 Million0.11% of portfolio
-
American Portfolios Advisors Holbrook, NY199KShares$4.4 Million0.14% of portfolio
-
Envestnet Asset Management Inc185KShares$4.08 Million0.0% of portfolio