Advisor OS, LLC's ownership history for CEFS

Advisor OS, LLC currently holds 15.5K shares with a market value of $348.7K. It started holding CEFS on 2025-06-30. At its peak, it held 24.8K shares on 2025-12-31. Its highest holding value was $571.7K on 2025-12-31. At its lowest, it held 15.5K shares on 2026-03-31, with a value of $348.7K on 2026-03-31. In the recent 180 days, Advisor OS, LLC has decreased its shares by 7.8K.