Fortress Wealth Management, Inc. CEFS Holdings History
Fortress Wealth Management, Inc.'s Saba Closed-End Funds ETF Holding Summary
As of 2025-06-30, Fortress Wealth Management, Inc. held 351,295.00 shares of Saba Closed-End Funds ETF(CEFS), totaling $7.81 Mil. This investment constitutes 3.77% of their stock portfolio, and Fortress Wealth Management, Inc. now holds 2.64% of the outstanding Saba Closed-End Funds ETF(CEFS) stock.
The initial trade took place in 2023Q4. And since then Fortress Wealth Management, Inc. has made 5 purchases of CEFS, at an average price of $18.64, for a total of 394,257.00 shares. In addition, there have been 2 sales at an average price of $21.70 for 42,962.00 shares. Based on historical transaction data and CEFS's current price of $22.42, Fortress Wealth Management, Inc.'s estimated gain on his CEFS holdings is $1.46 Mil, reflecting a 19.86% gain to date.
Fortress Wealth Management, Inc. CEFS ($22.42) Holding Chart
Fortress Wealth Management, Inc. CEFS ($22.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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