Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KARPUS MANAGEMENT INC | COM SH BEN INT | 1 | $58,018,066 | 7,145,082 | 0.00 | 0.00 | 1,232,652 | 20.85 | 12-31-2023 |
BAIRD FINANCIAL GROUP INC | COMMON | 2 | $3,281,037 | 419,570 | 0.00 | 0.00 | 56,164 | 15.45 | 09-30-2023 |
BANK OF AMERICA CORP /DE/ | COM SH BEN INT | 3 | $3,159,137 | 389,056 | 0.00 | 0.00 | -260,179 | -40.07 | 12-31-2023 |
MORGAN STANLEY | COM SH BEN INT | 4 | $2,704,134 | 333,019 | 0.00 | 0.00 | -45,791 | -12.09 | 12-31-2023 |