Common Shares of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| No Record found. | |||||
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Common Shares of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 6 institutional investors and hedge funds held shares of Common Shares of Beneficial Interest. The most heavily invested institutionals were:
Plante Moran Financial Advisors, LLC: 1,111
JFS WEALTH ADVISORS, LLC: 991
SIMPLEX TRADING, LLC: 185
EverSource Wealth Advisors, LLC: 175
VIMA LLC: 175
Networth Advisors, LLC: 24
Institutional investors have bought a total of 2.66 K shares in the last 24 months. This purchase volume represents approximately $70.84 K in transactions.