Visionary Wealth Advisors Exchange Listed Fds Tr Saba Cl Transaction History
Visionary Wealth Advisors
- $1.96 Billion
- Q3 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 74,873 shares of CEFS stock, worth $1.69 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
74,873
Previous 75,401
0.7%
Holding current value
$1.69 Million
Previous $1.68 Million
1.67%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding CEFS
# of Institutions
82Shares Held
5.02MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC441KShares$9.97 Million0.0% of portfolio
-
New England Private Wealth Advisors LLC Wellesley, MA358KShares$8.1 Million1.12% of portfolio
-
Fortress Wealth Management, Inc.353KShares$7.97 Million4.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL280KShares$6.33 Million0.0% of portfolio
-
Envestnet Asset Management Inc267KShares$6.03 Million0.0% of portfolio