Coastal Bridge Advisors, LLC Diversified Active

CIK: 0001665976 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $434,455 (100.0% shares, 0.0% debt)

Holdings (178)

BLACKSTONE STRATEGIC CRED 20 10.8%
Value ($000) $46,852 Shares 3,937,162 Est. Cost $13.68 Unrealized
LIONS GATE ENTMNT CORP 9.0%
Value ($000) $38,950 Shares 4,183,653 Est. Cost $15.80 Unrealized
DKNG DRAFTKINGS INC NEW 8.1%
Value ($000) $35,055 Shares 771,960 Est. Cost $35.87 Unrealized +13.5%
JEPI J P MORGAN EXCHANGE TRADED F 6.8%
Value ($000) $29,719 Shares 513,642 Est. Cost $53.82 Unrealized
LZ LEGALZOOM COM INC 5.6%
Value ($000) $24,170 Shares 1,811,862 Est. Cost $19.22 Unrealized -40.1%
LIONS GATE ENTMNT CORP 3.6%
Value ($000) $15,500 Shares 1,557,773 Est. Cost $25.75 Unrealized
XOM EXXON MOBIL CORP 2.8%
Value ($000) $12,003 Shares 103,261 Est. Cost $51.83 Unrealized +89.3%
VNLA JANUS DETROIT STR TR 2.8%
Value ($000) $11,952 Shares 246,425 Est. Cost $49.85 Unrealized
TH TARGET HOSPITALITY CORP 2.5%
Value ($000) $10,870 Shares 1,000,000 Est. Cost $6.01 Unrealized +56.2%
AAPL APPLE INC 2.5%
Value ($000) $10,776 Shares 62,841 Est. Cost $97.28 Unrealized +85.3%
FST TR NEW OPPORT MLP & ENE 2.1%
Value ($000) $9,061 Shares 1,182,865 Est. Cost $5.77 Unrealized
ABNB AIRBNB INC 1.7%
Value ($000) $7,285 Shares 44,162 Est. Cost $154.82 Unrealized -2.2%
MSFT MICROSOFT CORP 1.6%
Value ($000) $6,966 Shares 16,557 Est. Cost $228.31 Unrealized +74.9%
ARES ARES MANAGEMENT CORPORATION 1.5%
Value ($000) $6,702 Shares 50,400 Est. Cost $16.58 Unrealized +632.0%
KKR KKR & CO INC 1.3%
Value ($000) $5,779 Shares 57,458 Est. Cost $24.47 Unrealized +271.7%
IAU ISHARES GOLD TR 1.2%
Value ($000) $5,420 Shares 129,010 Est. Cost $33.71 Unrealized
PANW PALO ALTO NETWORKS INC 1.2%
Value ($000) $4,996 Shares 17,585 Est. Cost $76.66 Unrealized +105.8%
JEPQ J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $4,977 Shares 91,756 Est. Cost $50.95 Unrealized
BX BLACKSTONE INC 1.1%
Value ($000) $4,926 Shares 37,499 Est. Cost $39.22 Unrealized +202.6%
META META PLATFORMS INC 1.1%
Value ($000) $4,698 Shares 9,674 Est. Cost $150.07 Unrealized +195.3%
APO APOLLO GLOBAL MGMT INC 1.0%
Value ($000) $4,285 Shares 38,109 Est. Cost $61.02 Unrealized +68.3%
PEP PEPSICO INC 0.9%
Value ($000) $4,030 Shares 23,025 Est. Cost $112.90 Unrealized +39.3%
AMZN AMAZON COM INC 0.9%
Value ($000) $3,877 Shares 21,494 Est. Cost $126.31 Unrealized +32.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $3,807 Shares 6 Est. Cost $235014.33 Unrealized +152.7%
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $3,693 Shares 10,730 Est. Cost $299.35 Unrealized
FDS FACTSET RESH SYS INC 0.8%
Value ($000) $3,649 Shares 8,030 Est. Cost $153.60 Unrealized +197.5%
FIRST TR ENERGY INCOME & GRO 0.8%
Value ($000) $3,498 Shares 214,076 Est. Cost $18.68 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $3,326 Shares 20,422 Est. Cost $140.02 Unrealized
CG CARLYLE GROUP INC 0.7%
Value ($000) $3,158 Shares 67,330 Est. Cost $24.55 Unrealized +65.7%
NUVEEN FLOATING RATE INCOME 0.7%
Value ($000) $2,957 Shares 338,735 Est. Cost $8.40 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $2,838 Shares 6,749 Est. Cost $181.06 Unrealized +117.2%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,739 Shares 17,315 Est. Cost $100.19 Unrealized +50.0%
IEFA ISHARES TR 0.6%
Value ($000) $2,599 Shares 35,021 Est. Cost $66.22 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $2,328 Shares 15,426 Est. Cost $110.36 Unrealized +28.7%
SO SOUTHERN CO 0.5%
Value ($000) $2,306 Shares 32,141 Est. Cost $44.58 Unrealized +45.2%
HD HOME DEPOT INC 0.5%
Value ($000) $2,296 Shares 5,985 Est. Cost $145.78 Unrealized +139.1%
BLACKSTONE SENI FLTN RAT 202 0.5%
Value ($000) $2,102 Shares 146,663 Est. Cost $15.04 Unrealized
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $2,015 Shares 8,849 Est. Cost $83.28 Unrealized +143.6%
GBDC GOLUB CAP BDC INC 0.5%
Value ($000) $1,974 Shares 118,676 Est. Cost $9.41 Unrealized +33.6%
ICLN ISHARES TR 0.4%
Value ($000) $1,930 Shares 138,027 Est. Cost $21.62 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,902 Shares 9,497 Est. Cost $101.02 Unrealized +71.9%
GLD SPDR GOLD TR 0.4%
Value ($000) $1,875 Shares 9,115 Est. Cost $146.43 Unrealized
ALLO ALLOGENE THERAPEUTICS INC 0.4%
Value ($000) $1,819 Shares 406,847 Est. Cost $23.13 Unrealized -82.0%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,731 Shares 10,667 Est. Cost $104.74 Unrealized +43.1%
PSTG PURE STORAGE INC 0.4%
Value ($000) $1,653 Shares 31,797 Est. Cost $24.79 Unrealized +80.1%
KO COCA COLA CO 0.4%
Value ($000) $1,640 Shares 26,813 Est. Cost $39.25 Unrealized +44.5%
WMT WALMART INC 0.4%
Value ($000) $1,635 Shares 27,174 Est. Cost $49.37 Unrealized +13.5%
SKLZ SKILLZ INC 0.4%
Value ($000) $1,603 Shares 247,008 Est. Cost $11.57 Unrealized -47.0%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,549 Shares 1,714 Est. Cost $29.17 Unrealized +148.3%
GOOG ALPHABET INC 0.3%
Value ($000) $1,481 Shares 9,730 Est. Cost $121.88 Unrealized +17.6%
MRK MERCK & CO INC 0.3%
Value ($000) $1,464 Shares 11,096 Est. Cost $47.70 Unrealized +142.7%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,418 Shares 11,587 Est. Cost $105.77 Unrealized -3.2%
XBI SPDR SER TR 0.3%
Value ($000) $1,376 Shares 14,496 Est. Cost $107.42 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,351 Shares 5,198 Est. Cost $216.02 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,340 Shares 35,325 Est. Cost $20.92 Unrealized +56.8%
BA BOEING CO 0.3%
Value ($000) $1,306 Shares 6,770 Est. Cost $131.30 Unrealized +56.5%
AMGN AMGEN INC 0.3%
Value ($000) $1,306 Shares 4,594 Est. Cost $188.34 Unrealized +46.6%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,298 Shares 20,308 Est. Cost $68.85 Unrealized -19.5%
HAS HASBRO INC 0.3%
Value ($000) $1,200 Shares 21,240 Est. Cost $65.40 Unrealized -27.9%
V VISA INC 0.3%
Value ($000) $1,169 Shares 4,187 Est. Cost $212.06 Unrealized +28.4%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,144 Shares 2,188 Est. Cost $372.53 Unrealized
IYW ISHARES TR 0.3%
Value ($000) $1,132 Shares 8,383 Est. Cost $99.82 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $1,119 Shares 25,336 Est. Cost $31.74 Unrealized +38.8%
PFE PFIZER INC 0.3%
Value ($000) $1,116 Shares 40,201 Est. Cost $30.79 Unrealized -19.9%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,091 Shares 5,712 Est. Cost $97.10 Unrealized +77.7%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,031 Shares 3,658 Est. Cost $167.55 Unrealized +65.9%
OKTA OKTA INC 0.2%
Value ($000) $996 Shares 9,519 Est. Cost $107.82 Unrealized -14.4%
IWD ISHARES TR 0.2%
Value ($000) $974 Shares 5,438 Est. Cost $116.34 Unrealized
UPST UPSTART HLDGS INC 0.2%
Value ($000) $960 Shares 35,688 Est. Cost $235.03 Unrealized -87.4%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $922 Shares 1,258 Est. Cost $362.50 Unrealized +95.0%
APP APPLOVIN CORP 0.2%
Value ($000) $912 Shares 13,173 Est. Cost $67.99 Unrealized -22.1%
YUM YUM BRANDS INC 0.2%
Value ($000) $896 Shares 6,460 Est. Cost $83.66 Unrealized +53.9%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $832 Shares 5,277 Est. Cost $94.46 Unrealized +47.2%
NFLX NETFLIX INC 0.2%
Value ($000) $821 Shares 1,351 Est. Cost $36.24 Unrealized +55.6%
UNP UNION PAC CORP 0.2%
Value ($000) $792 Shares 3,219 Est. Cost $144.01 Unrealized +63.6%
WDAY WORKDAY INC 0.2%
Value ($000) $790 Shares 2,897 Est. Cost $180.72 Unrealized +57.5%
IYJ ISHARES TR 0.2%
Value ($000) $778 Shares 6,185 Est. Cost $117.80 Unrealized
IYH ISHARES TR 0.2%
Value ($000) $777 Shares 12,545 Est. Cost $83.93 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $691 Shares 3,002 Est. Cost $143.25 Unrealized +44.3%
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $680 Shares 552 Est. Cost $417.47 Unrealized +139.0%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $677 Shares 3,282 Est. Cost $104.52 Unrealized +72.6%
ADBE ADOBE INC 0.2%
Value ($000) $673 Shares 1,333 Est. Cost $398.06 Unrealized +44.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $667 Shares 858 Est. Cost $306.29 Unrealized +129.4%
IWF ISHARES TR 0.2%
Value ($000) $666 Shares 1,975 Est. Cost $303.17 Unrealized
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $653 Shares 1,490 Est. Cost $118.82 Unrealized +228.9%
TSLA TESLA INC 0.1%
Value ($000) $641 Shares 3,648 Est. Cost $267.27 Unrealized -26.9%
IYK ISHARES TR 0.1%
Value ($000) $626 Shares 9,261 Est. Cost $85.34 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $617 Shares 1,389 Est. Cost $310.58 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $612 Shares 10,552 Est. Cost $43.23 Unrealized +15.9%
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $597 Shares 7,596 Est. Cost $72.54 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $596 Shares 6,110 Est. Cost $71.51 Unrealized +21.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $585 Shares 13,945 Est. Cost $41.46 Unrealized -13.3%
URGN UROGEN PHARMA LTD 0.1%
Value ($000) $555 Shares 37,000 Est. Cost $23.21 Unrealized -29.6%
CSCO CISCO SYS INC 0.1%
Value ($000) $534 Shares 10,709 Est. Cost $40.17 Unrealized +17.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $531 Shares 2,589 Est. Cost $121.65 Unrealized +48.6%
HAWAIIAN HOLDINGS INC 0.1%
Value ($000) $521 Shares 39,085 Est. Cost $15.94 Unrealized
T AT&T INC 0.1%
Value ($000) $497 Shares 28,238 Est. Cost $13.56 Unrealized +15.2%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $491 Shares 993 Est. Cost $397.02 Unrealized +23.2%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.1%
Value ($000) $484 Shares 34,817 Est. Cost $15.09 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $453 Shares 8,427 Est. Cost $60.77 Unrealized -12.2%
ORCL ORACLE CORP 0.1%
Value ($000) $418 Shares 3,331 Est. Cost $77.77 Unrealized +44.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $408 Shares 2,361 Est. Cost $151.93 Unrealized 0.0%
HALO HALOZYME THERAPEUTICS INC 0.1%
Value ($000) $407 Shares 10,000 Est. Cost $35.50 Unrealized +5.6%
GINKGO BIOWORKS HOLDINGS INC 0.1%
Value ($000) $406 Shares 350,000 Est. Cost $1.86 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $397 Shares 5,159 Est. Cost $37.36 Unrealized +92.1%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $392 Shares 1,568 Est. Cost $161.29 Unrealized +45.2%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $376 Shares 901 Est. Cost $299.33 Unrealized +24.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $375 Shares 646 Est. Cost $565.50 Unrealized -1.4%
GLW CORNING INC 0.1%
Value ($000) $374 Shares 11,343 Est. Cost $38.31 Unrealized -20.5%
DOW DOW INC 0.1%
Value ($000) $370 Shares 6,392 Est. Cost $51.25 Unrealized -4.5%
MPC MARATHON PETE CORP 0.1%
Value ($000) $360 Shares 1,786 Est. Cost $132.62 Unrealized +23.9%
S SENTINELONE INC 0.1%
Value ($000) $359 Shares 15,400 Est. Cost $40.89 Unrealized -36.1%
KLAC KLA CORP 0.1%
Value ($000) $340 Shares 486 Est. Cost $407.84 Unrealized +54.9%
LAM RESEARCH CORP 0.1%
Value ($000) $337 Shares 347 Est. Cost $629.02 Unrealized
WGO WINNEBAGO INDS INC 0.1%
Value ($000) $337 Shares 4,550 Est. Cost $63.26 Unrealized +7.4%
CRM SALESFORCE INC 0.1%
Value ($000) $330 Shares 1,095 Est. Cost $228.79 Unrealized +24.6%
HUDSON PAC PPTYS INC 0.1%
Value ($000) $329 Shares 51,013 Est. Cost $18.73 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $326 Shares 620 Est. Cost $478.00 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $322 Shares 670 Est. Cost $436.57 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $315 Shares 238 Est. Cost $92.23 Unrealized +31.4%
ARKK ARK ETF TR 0.1%
Value ($000) $312 Shares 6,239 Est. Cost $94.34 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $311 Shares 645 Est. Cost $327.24 Unrealized +38.3%
NKE NIKE INC 0.1%
Value ($000) $301 Shares 3,200 Est. Cost $113.26 Unrealized -13.6%
EQX EQUINOX GOLD CORP 0.1%
Value ($000) $288 Shares 47,664 Est. Cost $5.01 Unrealized -7.5%
MMM 3M CO 0.1%
Value ($000) $285 Shares 2,685 Est. Cost $120.60 Unrealized -34.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $283 Shares 5,221 Est. Cost $54.77 Unrealized -15.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $273 Shares 2,144 Est. Cost $88.88 Unrealized +21.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $272 Shares 743 Est. Cost $251.22 Unrealized +23.8%
SHEL SHELL PLC 0.1%
Value ($000) $272 Shares 4,061 Est. Cost $57.02 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $270 Shares 1,061 Est. Cost $217.72 Unrealized +9.2%
GIS GENERAL MLS INC 0.1%
Value ($000) $269 Shares 3,840 Est. Cost $40.92 Unrealized +48.1%
IBB ISHARES TR 0.1%
Value ($000) $268 Shares 1,950 Est. Cost $120.51 Unrealized
NFG NATIONAL FUEL GAS CO 0.1%
Value ($000) $258 Shares 4,800 Est. Cost $69.09 Unrealized -28.4%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $254 Shares 3,632 Est. Cost $58.78 Unrealized +17.2%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $249 Shares 1,204 Est. Cost $170.60 Unrealized 0.0%
SDY SPDR SER TR 0.1%
Value ($000) $249 Shares 1,896 Est. Cost $125.11 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $248 Shares 2,155 Est. Cost $97.84 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $244 Shares 18,409 Est. Cost $10.68 Unrealized +0.1%
AGI ALAMOS GOLD INC NEW 0.1%
Value ($000) $241 Shares 16,357 Est. Cost $7.34 Unrealized +70.8%
SLV ISHARES SILVER TR 0.1%
Value ($000) $241 Shares 10,591 Est. Cost $22.04 Unrealized
IYM ISHARES TR 0.1%
Value ($000) $238 Shares 1,613 Est. Cost $124.77 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $238 Shares 1,642 Est. Cost $114.90 Unrealized +18.3%
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $236 Shares 5,925 Est. Cost $47.53 Unrealized -16.9%
PRAX PRAXIS PRECISION MEDICINES I 0.1%
Value ($000) $235 Shares 3,846 Est. Cost $44.86 Unrealized 0.0%
RBLX ROBLOX CORP 0.1%
Value ($000) $226 Shares 5,930 Est. Cost $37.03 Unrealized +9.6%
TXT TEXTRON INC 0.1%
Value ($000) $222 Shares 2,315 Est. Cost $86.41 Unrealized 0.0%
TTD THE TRADE DESK INC 0.1%
Value ($000) $218 Shares 2,498 Est. Cost $75.77 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $216 Shares 2,400 Est. Cost $54.87 Unrealized +48.2%
IEMG ISHARES INC 0.0%
Value ($000) $212 Shares 4,109 Est. Cost $50.61 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $208 Shares 833 Est. Cost $241.47 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $207 Shares 3,282 Est. Cost $63.17 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $206 Shares 2,400 Est. Cost $78.75 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $206 Shares 593 Est. Cost $312.68 Unrealized +13.5%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $203 Shares 4,676 Est. Cost $39.43 Unrealized +3.0%
SIX FLAGS ENTMT CORP NEW 0.0%
Value ($000) $202 Shares 7,690 Est. Cost $26.32 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $200 Shares 11,991 Est. Cost $15.68 Unrealized
NNOX NANO X IMAGING LTD 0.0%
Value ($000) $195 Shares 20,000 Est. Cost $8.16 Unrealized -1.8%
TV GRUPO TELEVISA S A B 0.0%
Value ($000) $184 Shares 57,372 Est. Cost $4.73 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $166 Shares 41,897 Est. Cost $5.07 Unrealized
BLACKROCK FLOATING RATE INC 0.0%
Value ($000) $156 Shares 12,006 Est. Cost $13.63 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $125 Shares 11,169 Est. Cost $10.26 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $125 Shares 21,472 Est. Cost $6.36 Unrealized
REDFIN CORP 0.0%
Value ($000) $123 Shares 18,553 Est. Cost $30.05 Unrealized
ANNX ANNEXON INC 0.0%
Value ($000) $122 Shares 17,000 Est. Cost $16.16 Unrealized -67.9%
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $91 Shares 20,466 Est. Cost $3.25 Unrealized +33.2%
ARIS ARIS MNG CORP 0.0%
Value ($000) $90 Shares 25,000 Est. Cost $2.36 Unrealized +31.6%
QURATE RETAIL INC 0.0%
Value ($000) $86 Shares 70,250 Est. Cost $5.85 Unrealized
WW INTL INC 0.0%
Value ($000) $79 Shares 42,500 Est. Cost $5.26 Unrealized
CAPR CAPRICOR THERAPEUTICS INC 0.0%
Value ($000) $74 Shares 10,894 Est. Cost $4.19 Unrealized +15.4%
KRONOS BIO INC 0.0%
Value ($000) $68 Shares 51,968 Est. Cost $41.40 Unrealized
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $67 Shares 45,090 Est. Cost $8.47 Unrealized
CELLECTAR BIOSCIENCES INC 0.0%
Value ($000) $64 Shares 16,000 Est. Cost $2.77 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $59 Shares 13,781 Est. Cost $23.12 Unrealized -78.6%
MFS GOVT MKTS INCOME TR 0.0%
Value ($000) $58 Shares 18,000 Est. Cost $3.12 Unrealized
CSI COMPRESSCO LP 0.0%
Value ($000) $43 Shares 18,518 Est. Cost $1.19 Unrealized
FINANCE OF AMERICA COMPAN 0.0%
Value ($000) $34 Shares 45,722 Est. Cost $4.94 Unrealized
DNABW GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $1 Shares 10,800 Est. Cost $0.56 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $0 Shares 35,200 Est. Cost $43.23 Unrealized +15.9%