Institutional Owners for CEF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AUXANO ADVISORS LLC | TR UNIT | 301 | $221,000 | 14,223 | 0.10 | 0.12 | 0 | 0.00 | 09-30-2022 |
| JW COLE ADVISORS INC | TR UNIT | 302 | $287,994 | 14,159 | 0.00 | 0.00 | -2,600 | -15.51 | 03-31-2024 |
| BAHL & GAYNOR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INDEPENDENT WEALTH NETWORK INC | TR UNIT | 304 | $282,604 | 13,894 | 0.00 | 0.00 | -1,326 | -8.71 | 03-31-2024 |
