Sheets Smith Wealth Management Exchange Listed Fds Tr Saba Cl Transaction History

Sheets Smith Wealth Management

  • $856 Million
  • Q3 2025

A detailed history of Sheets Smith Wealth Management transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Sheets Smith Wealth Management holds 45,390 shares of CEFS stock, worth $1.03 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
45,390
Previous 39,430 15.12%
Holding current value
$1.03 Million
Previous $876,000 17.92%
% of portfolio
0.12%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$22.18 - $22.83 $132,192 - $136,066
5,960 Added 15.12%
45,390 $1.03 Million
Q2 2025

Jul 15, 2025
BUY
$19.33 - $22.25 $762,181 - $877,317
39,430 New
39,430 $876,000

Others Institutions Holding CEFS

# of Institutions
83
Shares Held
5.02M
Call Options Held
0
Put Options Held
0
View Full List

About EXCHANGE LISTED FDS TR SABA CL

CEFS Quotes by TradingView
  • Ticker CEFS
  • Sector ETFs
  • Industry ETFs
More about CEFS
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email