A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Exchange Listed Fds Tr Saba Cl stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 58,531 shares of CEFS stock, worth $1.27 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
58,531
Previous 43,014 36.07%
Holding current value
$1.27 Million
Previous $915,000 42.3%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$20.56 - $22.25 $319,029 - $345,253
15,517 Added 36.07%
58,531 $1.3 Million
Q2 2024

Jul 16, 2024

BUY
$19.46 - $21.29 $149,063 - $163,081
7,660 Added 21.67%
43,014 $915,000
Q1 2024

Apr 15, 2024

BUY
$18.7 - $20.67 $154,144 - $170,382
8,243 Added 30.4%
35,354 $730,000
Q4 2023

Jan 30, 2024

BUY
$16.56 - $19.41 $72,168 - $84,588
4,358 Added 19.15%
27,111 $514,000
Q3 2023

Nov 13, 2023

BUY
$17.44 - $19.06 $396,812 - $433,672
22,753 New
22,753 $398,000

Others Institutions Holding CEFS

About EXCHANGE LISTED FDS TR SABA CL


  • Ticker CEFS
  • Sector ETFs
  • Industry ETFs
More about CEFS
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.