Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 2751 | $10,171 | 30 | 0.00 | 0.00 | 4 | 15.38 | 06-30-2024 |
ELEQUIN CAPITAL LP | COM | 2752 | $9,831,000 | 29 | 0.00 | 29 | +Inf | 06-30-2024 | |
KEY FINANCIAL INC | COM | 2753 | $7,962 | 27 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOLSTEIN CAPITAL LLC | COM | 2754 | $9,153 | 27 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |