Institutional Owners for CEF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CENTRAL TRUST CO | TR UNIT | 1 | $160,790,015 | 7,905,114 | 0.00 | 0.00 | 135,064 | 1.74 | 03-31-2024 |
| BLEAKLEY FINANCIAL GROUP LLC | TR UNIT | 2 | $115,269,081 | 6,019,273 | 0.00 | 0.00 | -234,057 | -3.74 | 12-31-2023 |
| SIMPLICITY SOLUTIONS LLC | TR UNIT | 3 | $115,256,422 | 6,018,612 | 0.00 | 0.00 | -234,718 | -3.75 | 12-31-2023 |
| SIMPLICITY WEALTHLLC | TR UNIT | 4 | $120,458,199 | 5,922,232 | 0.00 | 5,922,232 | +Inf | 03-31-2024 |
