Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
UTG | REAVES UTILITY INCOME FUND | Director | $50 K | +$50 K | Mar 25, 2024 | |
PGZ | Principal Real Estate Income Fund | Trustee | Mar 11, 2024 |
Sym | Company | Class | Transaction | % | Value $ | Price $ | Shares | Shares After | Date | Ownership |
---|