Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGNIFICANT WEALTH PARTNERS LLC | 02-01-2024 | 12-31-2023 | 147 | 137,399,844 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENIE ENERGY LTD | CL B | 1 | $4,812,458 | 171,079 | 0.00 | 171,079 | +Inf | 12-31-2023 | |
| DHT HOLDINGS INC | SHS NEW | 2 | $4,640,488 | 473,036 | 0.00 | 473,036 | +Inf | 12-31-2023 | |
| NORDIC AMERICAN TANKERS LIMI | COM | 3 | $4,266,801 | 1,015,905 | 0.00 | 1,015,905 | +Inf | 12-31-2023 | |
| INVESCO SR INCOME TR | COM | 4 | $4,114,584 | 1,003,557 | 0.00 | 1,003,557 | +Inf | 12-31-2023 |
