News + Filings Holdings
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ATWOOD & PALMER INC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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FTGC
| FTGC | COM | 0 | -1,677,466 | 0 | -42,507,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Gen Digital Inc.
| SYMC | Common | 0 | -387,715 | 0 | -7,809,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCH TRD SLF IDX FD
| BSJM | Common | 0 | -24,218 | 0 | -532,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCH TRD SLF IDX FD
| BSCM | Common | 0 | -14,075 | 0 | -298,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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LIN Media LLC
| LIN | COMMON STOCK | 0 | -922 | 0 | -249,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CANADIAN PACIFIC KANSAS CITY LTD/CN
| CP | Common | 0 | -1,442 | 0 | -96,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Blackstone Inc.
| BX | Stock | 0 | -1,000 | 0 | -84,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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COHEN & STEERS INFRASTRUCTURE FUND INC
| UTF | Common | 0 | -3,304 | 0 | -77,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Magellan Midstream Partners, L.P.
| MMP | Common | 0 | -1,050 | 0 | -50,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EATON VANCE TAX ADVANTAGED GLOBAL DIVIDEND INCOME FUND
| ETG | Common | 0 | -3,200 | 0 | -48,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TIP | Common | 0 | -400 | 0 | -42,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EATON VANCE TX MGD DIV EQ IN
| ETY | COM | 0 | -3,500 | 0 | -38,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Gabelli Healthcare & WellnessRx Trust
| GRX | SHS | 0 | -3,700 | 0 | -35,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Nuveen Multi-Asset Income Fund
| NMAI | COM | 0 | -3,110 | 0 | -35,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CALAMOS GBL DYN INCOME FUND
| CHW | COM | 0 | -5,500 | 0 | -33,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BlackRock Enhanced Equity Dividend Trust
| BDJ | Common | 0 | -3,700 | 0 | -30,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EATON VANCE TAX MNGD GBL DV
| EXG | COM | 0 | -4,050 | 0 | -29,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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GABELLI EQUITY TRUST INC
| GAB | COM | 0 | -5,286 | 0 | -29,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TWITTER, INC.
| TWTR | COM | 0 | -640 | 0 | -28,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DUKE REALTY CORP
| DRE | Common | 0 | -468 | 0 | -23,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE TRADED FUND
| FXN | Common | 0 | -1,400 | 0 | -22,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 0 | -583 | 0 | -21,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BLACKROCK ENHANCED CAPITAL & INCOME FUND, INC.
| CII | Common | 0 | -1,300 | 0 | -21,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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James Hardie Industries plc
| JHX | Common | 0 | -1,000 | 0 | -20,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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AT&T CORP
| T | Common | 0 | -1,192 | 0 | -18,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SRH Total Return Fund, Inc.
| BIF | Common | 0 | -1,568 | 0 | -17,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ROYCE VALUE TRUST, INC.
| RVT | Common | 0 | -1,200 | 0 | -15,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Eaton Vance Enhanced Equity Income Fund
| EOI | Common | 0 | -350 | 0 | -5,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Snowflake Inc.
| SNOW | Common | 0 | -25 | 0 | -4,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 0 | -115 | 0 | -4,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Warner Bros. Discovery, Inc.
| WBD | Common | 0 | -288 | 0 | -3,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR GOLD TRUST
| GLD | COM | 0 | -5 | 0 | -1,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Brighthouse Financial, Inc.
| BHF | COMMON STOCK | 0 | -23 | 0 | -1,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Teladoc Health, Inc.
| TDOC | Common | 0 | -25 | 0 | -1,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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