Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
FINS, FINS-RI | Angel Oak Financial Strategies Income Term Trust | Director | $99.8K | +$99.8K | Aug 12, 2025 | |
SRV | NXG Cushing Midstream Energy Fund | Director | $44.3K | +$6.27K | +16.5% | Nov 21, 2024 |
NXG | NXG NextGen Infrastructure Income Fund | Director | $38.4K | +$16.8K | +78.1% | Aug 20, 2025 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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