Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
EQH, EQH-PA | Equitable Holdings, Inc. | Director | $643K | May 22, 2024 | ||
CARV | CARVER BANCORP INC | Director | $8.35K | +$1.67K | +25% | Feb 27, 2024 |
MIO | Pioneer Municipal High Income Opportunities Fund, Inc. | Trustee | Aug 5, 2021 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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