Sheets Smith Wealth Management Exchange Listed Fds Tr Saba Cl Transaction History
Sheets Smith Wealth Management
- $832 Million
- Q2 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 39,430 shares of CEFS stock, worth $879,683. This represents 0.11% of its overall portfolio holdings.
Number of Shares
39,430Holding current value
$879,683% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding CEFS
# of Institutions
75Shares Held
4.41MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC415KShares$9.25 Million0.0% of portfolio
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Fortress Wealth Management, Inc.351KShares$7.84 Million4.46% of portfolio
-
Foundations Investment Advisors, LLC273KShares$6.09 Million0.11% of portfolio
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New England Private Wealth Advisors LLC Wellesley, MA255KShares$5.68 Million0.87% of portfolio
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Envestnet Asset Management Inc240KShares$5.34 Million0.0% of portfolio