Napa Wealth Management Exchange Listed Fds Tr Saba Cl Transaction History
Napa Wealth Management
- $178 Billion
- Q1 2025
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 53,384 shares of CEFS stock, worth $1.18 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
53,384
Previous 56,396
5.34%
Holding current value
$1.18 Million
Previous $1.21 Billion
5.74%
% of portfolio
0.64%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding CEFS
# of Institutions
74Shares Held
4.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC415KShares$9.13 Million0.0% of portfolio
-
Fortress Wealth Management, Inc.336KShares$7.4 Million4.37% of portfolio
-
Foundations Investment Advisors, LLC273KShares$6.01 Million0.11% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA255KShares$5.6 Million0.87% of portfolio
-
Envestnet Asset Management Inc216KShares$4.75 Million0.0% of portfolio