Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSET DEDICATION LLC | ETF | 501 | $35,000 | 3,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADVISORNET FINANCIAL INC | CEF | 502 | $35,302 | 3,189 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ELEQUIN CAPITAL LP | COM | 503 | $34,067 | 3,097 | 0.00 | 3,097 | +Inf | 12-31-2023 | |
UMB BANK NA | COM | 504 | $34,284 | 3,097 | 0.00 | 0.00 | -872 | -21.97 | 03-31-2024 |