Institutional Owners for AWF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | COM | Liquidated | $0 | 0 | 0.00 | 1,306 | +Inf | 03-31-2024 | |
| PRIVATE CAPITAL GROUP LLC | Closed End Funds | 202 | $16,000 | 1,253 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
| BOSTON PRIVATE WEALTH LLC | ETF | 203 | $13,000 | 1,129 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
| ADVISORY SERVICES NETWORK LLC | CEF | Liquidated | $0 | 0 | 0.00 | 1,004 | +Inf | 03-31-2024 |
