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Exchange Listed Fds Tr saba int rate shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Exchange Listed Fds Tr saba int rate (CEFS) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Exchange Listed Fds Tr saba int rate

Tip: Access up to 7 years of quarterly data

All positions including Exchange Listed Fds Tr saba int rate held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exchange Listed Fds Tr saba int rate by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $375k 20k 18.97
2023-09-30 $346k 20k 17.52
2023-06-30 $364k 20k 18.45
2023-03-31 $361k 20k 18.26
2022-12-31 $341k 20k 17.26
2022-09-30 $329k 20k 16.66
2022-06-30 $340k 20k 17.22
2022-03-31 $389k 20k 19.70
2021-12-31 $326k 16k 20.70
2021-09-30 $293k 14k 21.31