Advisor OS, LLC's ownership history for CEFS

Advisor OS, LLC currently holds 24.8K shares with a market value of $571.7K. 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 20.7K shares on 2025-06-30, with a value of $461.0K on 2025-06-30. In the recent 180 days, Advisor OS, LLC has increased its shares by 4.1K.