Visionary Wealth Advisors Exchange Listed Fds Tr Saba Cl Transaction History
Visionary Wealth Advisors
- $1.82 Billion
- Q2 2025
A detailed history of Visionary Wealth Advisors transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Visionary Wealth Advisors holds 75,401 shares of CEFS stock, worth $1.71 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
75,401
Previous 70,102
7.56%
Holding current value
$1.71 Million
Previous $1.5 Million
12.11%
% of portfolio
0.09%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding CEFS
# of Institutions
80Shares Held
4.57MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC427KShares$9.68 Million0.0% of portfolio
-
Fortress Wealth Management, Inc.351KShares$7.97 Million4.46% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA315KShares$7.14 Million1.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL263KShares$5.97 Million0.0% of portfolio
-
Envestnet Asset Management Inc240KShares$5.43 Million0.0% of portfolio