Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
---|---|---|---|---|---|---|---|---|---|
ECF | Ellsworth Growth and Income | Closed-End Fund | 7.6% | $9.63M | 1.03M | Wells Fargo & Company | Dec 31, 2024 | ||
ARDC | Ares Dynamic Credit Allocation Fund | Closed-End Fund | 7.2% | $23.5M | $1.29M | 1.66M | +5.81% | Wells Fargo & Company | Dec 31, 2024 |
BCX | BlackRock Resources & Commdty | Closed-End Fund | 6.1% | $43.7M | 4.9M | Wells Fargo & Company | Dec 31, 2024 | ||
LUMO | LUMOS PHARMA INC | Common Stock | 0.8% | $251K | 65K | Wells Fargo & Company | Sep 30, 2024 | ||
MTR | MESA ROYALTY TRUST | Units of Beneficial Interest | 0% | $4.96K | 787 | Wells Fargo & Company | Sep 30, 2024 |
Sym | Target | Class | Ownership | Change | Current Shares | Change | Value | Reporting name | Form | Report Period | Date Filed |
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