Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KENNEDY INVESTMENT GROUP | 04-22-2024 | 03-31-2024 | 121 | 187,403,337 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR HIGH YIELD OPPRT 20 | COM | 1 | $17,315,503 | 1,190,887 | 0.01 | 0.01 | 62,300 | 5.52 | 03-31-2024 |
| APPLE INC | COM | 2 | $12,774,207 | 74,494 | 0.01 | 0.01 | 7,995 | 12.02 | 03-31-2024 |
| AMAZON COM INC | COM | 3 | $11,680,868 | 64,757 | 0.01 | 0.01 | -1,702 | -2.56 | 03-31-2024 |
| EATON VANCE LTD DURATION INC | COM | 4 | $6,183,249 | 634,179 | 0.00 | 0.00 | 3,562 | 0.56 | 03-31-2024 |
