Advisor OS, LLC's ownership history for CEFS

Advisor OS, LLC currently holds 23.3K shares with a market value of $530.0K. It started holding CEFS on 2025-06-30. At its peak, it held 23.3K shares on 2025-09-30. Its highest holding value was $530.0K on 2025-09-30. At its lowest, it held 20.7K shares on 2025-06-30, with a value of $461.0K on 2025-06-30.