Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAYSTATE WEALTH MANAGEMENT LLC | REIT | 651 | $8,587 | 394 | 0.00 | 0.00 | 24 | 6.49 | 09-30-2023 |
BELL INVESTMENT ADVISORS INC | COM CL A | 652 | $7,845 | 394 | 0.00 | 0.00 | -48 | -10.86 | 03-31-2024 |
ELEQUIN CAPITAL LP | COM CL A | 653 | $8,338 | 392 | 0.00 | 0.00 | -16 | -3.92 | 12-31-2023 |
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM CL A | 654 | $7,287 | 366 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |