Institutional Owners for PHD
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LAKE STREET PRIVATE WEALTH LLC | COM | 1 | $5,791,060 | 598,250 | 0.00 | 0.00 | 56,350 | 10.40 | 03-31-2024 |
| BANK OF AMERICA CORP /DE/ | COM | 2 | $3,285,903 | 339,453 | 0.00 | 0.00 | -31,622 | -8.52 | 03-31-2024 |
| GUGGENHEIM CAPITAL LLC | COM | 3 | $3,173,811 | 327,873 | 0.00 | 0.00 | 269,616 | 462.80 | 03-31-2024 |
| INVESCO LTD | COM | 4 | $2,281,286 | 235,670 | 0.00 | 0.00 | 33,213 | 16.40 | 03-31-2024 |
