Oregon Pacific Wealth Management, LLC Exchange Listed Fds Tr Saba Cl Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 22,203 shares of CEFS stock, worth $496,903. This represents 0.47% of its overall portfolio holdings.
Number of Shares
22,203Holding current value
$496,903% of portfolio
0.47%Shares
1 transactions
Others Institutions Holding CEFS
# of Institutions
72Shares Held
3.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC499KShares$11.2 Million0.01% of portfolio
-
Fortress Wealth Management, Inc.371KShares$8.31 Million4.5% of portfolio
-
Foundations Investment Advisors, LLC268KShares$6.01 Million0.12% of portfolio
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American Portfolios Advisors Holbrook, NY199KShares$4.46 Million0.14% of portfolio
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Envestnet Asset Management Inc185KShares$4.14 Million0.0% of portfolio