Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NATIONS FINANCIAL GROUP INC /IA/ /ADV | CEF | 51 | $225,965 | 21,500 | 0.00 | 0.00 | -3,000 | -12.24 | 03-31-2024 |
NUVEEN ASSET MANAGEMENT LLC | COM | 52 | $224,632 | 21,274 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
REALTA INVESTMENT ADVISORS | COM | 53 | $201,529 | 19,175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TOTAL INVESTMENT MANAGEMENT INC | COM | 54 | $196,312 | 18,679 | 0.00 | 0.00 | -829 | -4.25 | 03-31-2024 |