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SPE
Special Opportunities Fund
SPE
SPE
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $25K | – | – | – |
|
|
WAM
27
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $23K | +$25K | +1,841 | New |
|
28
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $21K | – | – | – |
|
29
Creative Planning
Overland Park,
Kansas
| $12K | +$13.4K | +989 | New |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $4K | +$3.77K | +278 | New |
|
|
IT
31
Independence Trust
Franklin,
Tennessee
| – | -$533K | -39,635 | Closed |
|
|
OA
32
Oxbow Advisors
Austin,
Texas
| – | -$198K | -14,768 | Closed |
|
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$58K | -4,336 | Closed |
|
34
US Bancorp
Minneapolis,
Minnesota
| – | -$57K | -4,231 | Closed |
|
35
Citigroup
New York
| – | -$4K | -325 | Closed |
|
36
Barclays
London,
United Kingdom
| – | -$1K | -105 | Closed |
|