Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRAVES LIGHT LENHART WEALTH INC | 05-13-2024 | 03-31-2024 | 185 | 863,118,350 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUNIYILD QULT FD INC COM | CEF | 401 | $127,363 | 10,397 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | CEF | 402 | $119,000 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LIBERTY ALL STAR EQUITY FD SH BEN INT | CEF | 403 | $107,250 | 15,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
