Napa Wealth Management Exchange Listed Fds Tr Saba Cl Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
A detailed history of Napa Wealth Management transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Napa Wealth Management holds 43,489 shares of CEFS stock, worth $959,802. This represents 0.46% of its overall portfolio holdings.
Number of Shares
43,489
Previous 32,351
34.43%
Holding current value
$959,802
Previous $689 Million
40.49%
% of portfolio
0.46%
Previous 0.46%
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 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