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

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

Historical chart of Sheets Smith 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 Sheets Smith 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 Sheets Smith Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 45k 22.77
2025-06-30 $877k 39k 22.24

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View all positions for Sheets Smith Wealth Management

Top funds holding Exchange Listed Fds Tr saba int rate

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Private Capital Management
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Wealth Enhancement Advisory Services
Thomas J. Herzfeld Advisors
Oppenheimer & Co
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