Institutional Owners for BTZ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TRANSCEND CAPITAL ADVISORS LLC | CEF | 51 | $932,217 | 87,205 | 0.00 | 0.00 | 2,997 | 3.56 | 03-31-2024 |
| TRANSFORM WEALTH LLC | COM | 52 | $884,424 | 85,700 | 0.00 | 0.00 | -2,017 | -2.30 | 12-31-2023 |
| CONNECTUS WEALTH LLC | COM | 53 | $851,400 | 82,500 | 0.00 | 82,500 | +Inf | 12-31-2023 | |
| OSAIC HOLDINGS INC | COM | 54 | $840,862 | 81,479 | 0.00 | 0.00 | -14,618 | -15.21 | 12-31-2023 |
