Efficient Wealth Management LLC
CIK
0001792704
City
THE WOODLANDS
State / Country
TX
Holdings in SABA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $238,466 | 28,905 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $338,269 | 37,091 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $340,866 | 37,091 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $322,691 | 37,091 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $336,044 | 37,091 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $315,644 | 37,091 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $338,059 | 43,341 | Shares | Sole | 2024-07-26 |