Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
FSP | FRANKLIN STREET PROPERTIES CORP /MA/ | Director | $3.07M | +$116K | +3.93% | May 31, 2024 |
FGB | FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND | Officer-Investment Sub-Advisor | $16.3K | Sep 7, 2021 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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