Towerpoint Wealth, LLC Exchange Listed Fds Tr Saba Cl Transaction History
Towerpoint Wealth, LLC
- $201 Million
- Q4 2024
A detailed history of Towerpoint Wealth, LLC transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 13,690 shares of CEFS stock, worth $304,739. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,690
Previous 13,690
-0.0%
Holding current value
$304,739
Previous $304,000
3.62%
% of portfolio
0.15%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding CEFS
# of Institutions
71Shares Held
3.51MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC499KShares$11.1 Million0.01% of portfolio
-
Fortress Wealth Management, Inc.341KShares$7.59 Million4.21% of portfolio
-
Foundations Investment Advisors, LLC217KShares$4.84 Million0.11% of portfolio
-
American Portfolios Advisors Holbrook, NY199KShares$4.43 Million0.14% of portfolio
-
Envestnet Asset Management Inc185KShares$4.12 Million0.0% of portfolio