Waterfront Wealth Inc. Diversified Active

CIK: 0001775210 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 2, 2021

Total Value ($000): $206,970 (99.8% shares, 0.2% debt)

Holdings (179)

CBSH COMMERCE BANCSHARES INC 4.3%
Value ($000) $8,924 Shares 128,071 Est. Cost $46.53 Unrealized +15.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.1%
Value ($000) $8,522 Shares 31,222 Est. Cost $220.20 Unrealized +27.5%
JEF JEFFERIES FINL GROUP INC 3.9%
Value ($000) $8,145 Shares 219,363 Est. Cost $18.00 Unrealized +61.8%
UPS UNITED PARCEL SERVICE INC 3.6%
Value ($000) $7,507 Shares 41,223 Est. Cost $136.91 Unrealized +18.9%
AAPL APPLE INC 2.9%
Value ($000) $5,991 Shares 42,336 Est. Cost $117.01 Unrealized +23.0%
ROYCE VALUE TR INC 2.8%
Value ($000) $5,720 Shares 317,413 Est. Cost $18.40 Unrealized
CSM PROSHARES TR 2.6%
Value ($000) $5,449 Shares 54,399 Est. Cost $84.53 Unrealized
VOO VANGUARD INDEX FDS 2.6%
Value ($000) $5,351 Shares 13,568 Est. Cost $343.71 Unrealized
ADAMS DIVERSIFIED EQUITY FD 2.6%
Value ($000) $5,284 Shares 266,874 Est. Cost $18.69 Unrealized
BLACKROCK ENHANCED INTL DIV 2.3%
Value ($000) $4,787 Shares 778,383 Est. Cost $6.18 Unrealized
BROOKFIELD ASSET MGMT INC 2.2%
Value ($000) $4,600 Shares 85,959 Est. Cost $42.49 Unrealized
EUFN ISHARES TR 1.9%
Value ($000) $3,909 Shares 199,236 Est. Cost $18.36 Unrealized
BLACKROCK ENHANCED EQT DIV T 1.7%
Value ($000) $3,511 Shares 358,279 Est. Cost $9.48 Unrealized
FNDF SCHWAB STRATEGIC TR 1.7%
Value ($000) $3,458 Shares 105,319 Est. Cost $29.28 Unrealized
KKR KKR & CO INC 1.6%
Value ($000) $3,384 Shares 55,591 Est. Cost $36.10 Unrealized +67.6%
ALLY ALLY FINL INC 1.5%
Value ($000) $3,079 Shares 60,313 Est. Cost $25.75 Unrealized +72.1%
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $3,069 Shares 7,151 Est. Cost $379.42 Unrealized
FTCS FIRST TR EXCHANGE TRADED FD 1.2%
Value ($000) $2,517 Shares 33,637 Est. Cost $68.43 Unrealized
BLACKROCK LTD DURATION INC T 1.2%
Value ($000) $2,483 Shares 145,305 Est. Cost $16.74 Unrealized
ATLAS AIR WORLDWIDE HLDGS IN 1.2%
Value ($000) $2,447 Shares 29,962 Est. Cost $55.71 Unrealized
GM GENERAL MTRS CO 1.2%
Value ($000) $2,434 Shares 46,183 Est. Cost $38.70 Unrealized +32.5%
FNDC SCHWAB STRATEGIC TR 1.1%
Value ($000) $2,315 Shares 59,815 Est. Cost $34.79 Unrealized
ABERDEEN TOTAL DYNAMIC DIVD 1.1%
Value ($000) $2,226 Shares 228,502 Est. Cost $9.74 Unrealized
TEMPLETON EMERG MKTS INCOME 1.0%
Value ($000) $2,123 Shares 274,299 Est. Cost $7.44 Unrealized
SCHM SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,065 Shares 26,932 Est. Cost $68.27 Unrealized
BLACKROCK FLOATING RATE INCO 0.9%
Value ($000) $1,956 Shares 147,268 Est. Cost $12.64 Unrealized
VERSO CORP 0.9%
Value ($000) $1,950 Shares 93,996 Est. Cost $12.02 Unrealized
CERNER CORP 0.9%
Value ($000) $1,947 Shares 27,608 Est. Cost $78.47 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.9%
Value ($000) $1,828 Shares 128,308 Est. Cost $10.71 Unrealized +18.3%
DIS DISNEY WALT CO 0.9%
Value ($000) $1,827 Shares 10,797 Est. Cost $140.23 Unrealized +24.2%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $1,753 Shares 12,621 Est. Cost $95.48 Unrealized +17.4%
VONAGE HLDGS CORP 0.8%
Value ($000) $1,738 Shares 107,843 Est. Cost $12.98 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $1,676 Shares 33,515 Est. Cost $50.57 Unrealized
UNP UNION PAC CORP 0.8%
Value ($000) $1,675 Shares 8,544 Est. Cost $178.06 Unrealized +9.6%
MDRX ALLSCRIPTS HEALTHCARE SOLUTN 0.8%
Value ($000) $1,613 Shares 120,624 Est. Cost $13.04 Unrealized +23.8%
BLACKROCK MUN 2030 TAR TERM 0.8%
Value ($000) $1,593 Shares 62,415 Est. Cost $25.55 Unrealized
FNDA SCHWAB STRATEGIC TR 0.8%
Value ($000) $1,556 Shares 29,542 Est. Cost $42.93 Unrealized
TRINSEO S A 0.7%
Value ($000) $1,511 Shares 27,985 Est. Cost $54.96 Unrealized
BLACKROCK INC 0.7%
Value ($000) $1,413 Shares 1,685 Est. Cost $721.45 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $1,401 Shares 524 Est. Cost $83.49 Unrealized +61.8%
CRTO CRITEO S A 0.6%
Value ($000) $1,318 Shares 35,972 Est. Cost $20.51 Unrealized
DGS WISDOMTREE TR 0.6%
Value ($000) $1,286 Shares 24,055 Est. Cost $47.97 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $1,283 Shares 4,421 Est. Cost $265.81 Unrealized
NOK NOKIA CORP 0.6%
Value ($000) $1,259 Shares 231,013 Est. Cost $4.22 Unrealized
DES WISDOMTREE TR 0.6%
Value ($000) $1,241 Shares 40,269 Est. Cost $28.01 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.6%
Value ($000) $1,216 Shares 24,074 Est. Cost $49.18 Unrealized
TOTL SSGA ACTIVE ETF TR 0.6%
Value ($000) $1,207 Shares 24,986 Est. Cost $48.98 Unrealized
HOUGHTON MIFFLIN HARCOURT CO 0.6%
Value ($000) $1,201 Shares 89,445 Est. Cost $3.33 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $1,184 Shares 22,224 Est. Cost $46.92 Unrealized +6.2%
ORANY ORANGE 0.5%
Value ($000) $1,138 Shares 105,054 Est. Cost $11.95 Unrealized
BLACKROCK CORE BD TR 0.5%
Value ($000) $1,107 Shares 66,829 Est. Cost $15.79 Unrealized
BOND PIMCO ETF TR 0.5%
Value ($000) $1,101 Shares 9,962 Est. Cost $109.88 Unrealized
ALLIANCEBERNSTEIN GBL HGH IN 0.5%
Value ($000) $1,080 Shares 88,023 Est. Cost $11.94 Unrealized
BUNGE LIMITED 0.5%
Value ($000) $1,049 Shares 12,899 Est. Cost $68.61 Unrealized
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $1,038 Shares 14,620 Est. Cost $61.93 Unrealized +18.3%
FV FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,019 Shares 22,261 Est. Cost $40.56 Unrealized
FRME FIRST MERCHANTS CORP 0.5%
Value ($000) $1,014 Shares 24,240 Est. Cost $25.94 Unrealized +33.5%
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $968 Shares 7,153 Est. Cost $128.09 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $956 Shares 3,392 Est. Cost $207.49 Unrealized +35.3%
BLACKROCK CR ALLCTN INC TR 0.5%
Value ($000) $952 Shares 62,808 Est. Cost $14.79 Unrealized
BAC BANK AMER CORP 0.5%
Value ($000) $950 Shares 22,389 Est. Cost $23.66 Unrealized +52.5%
TPH TRI POINTE GROUP INC 0.5%
Value ($000) $932 Shares 44,315 Est. Cost $19.08 Unrealized +18.2%
TSLA TESLA INC 0.4%
Value ($000) $910 Shares 1,174 Est. Cost $172.58 Unrealized +36.4%
SBRA SABRA HEALTH CARE REIT INC 0.4%
Value ($000) $908 Shares 61,677 Est. Cost $17.58 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $874 Shares 14,860 Est. Cost $30.80 Unrealized +57.3%
IWF ISHARES TR 0.4%
Value ($000) $859 Shares 3,135 Est. Cost $242.69 Unrealized
V VISA INC 0.4%
Value ($000) $838 Shares 3,764 Est. Cost $197.22 Unrealized +15.1%
M MACYS INC 0.4%
Value ($000) $832 Shares 36,799 Est. Cost $8.93 Unrealized +123.9%
BIDU BAIDU INC 0.4%
Value ($000) $796 Shares 5,175 Est. Cost $203.56 Unrealized
WMT WALMART INC 0.4%
Value ($000) $779 Shares 5,591 Est. Cost $45.22 Unrealized +0.6%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $723 Shares 2,079 Est. Cost $323.35 Unrealized +9.7%
EMBJ EMBRAER S A 0.3%
Value ($000) $720 Shares 42,336 Est. Cost $11.68 Unrealized
VOD VODAFONE GROUP PLC NEW 0.3%
Value ($000) $694 Shares 44,948 Est. Cost $16.56 Unrealized
SUZ SUZANO PAPEL E CELULOSE S A 0.3%
Value ($000) $689 Shares 68,922 Est. Cost $11.51 Unrealized
FLEX FLEX LTD 0.3%
Value ($000) $682 Shares 38,565 Est. Cost $11.83 Unrealized +13.6%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $658 Shares 6,482 Est. Cost $66.17 Unrealized +25.9%
CSIQ CANADIAN SOLAR INC 0.3%
Value ($000) $657 Shares 19,003 Est. Cost $41.23 Unrealized -7.7%
LEA LEAR CORP 0.3%
Value ($000) $645 Shares 4,123 Est. Cost $136.78 Unrealized +7.4%
SNY SANOFI 0.3%
Value ($000) $639 Shares 13,248 Est. Cost $49.75 Unrealized
CI CIGNA CORP NEW 0.3%
Value ($000) $639 Shares 3,191 Est. Cost $186.87 Unrealized +7.5%
SRG SERITAGE GROWTH PPTYS 0.3%
Value ($000) $636 Shares 42,872 Est. Cost $18.53 Unrealized -15.0%
AEE AMEREN CORP 0.3%
Value ($000) $632 Shares 7,804 Est. Cost $68.86 Unrealized +8.7%
WHR WHIRLPOOL CORP 0.3%
Value ($000) $627 Shares 3,075 Est. Cost $200.73 Unrealized +9.3%
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $620 Shares 11,953 Est. Cost $38.54 Unrealized +19.0%
KR KROGER CO 0.3%
Value ($000) $590 Shares 14,602 Est. Cost $29.06 Unrealized +31.6%
T AT&T INC 0.3%
Value ($000) $589 Shares 21,817 Est. Cost $15.45 Unrealized +4.0%
NAUTILUS INC 0.3%
Value ($000) $582 Shares 62,466 Est. Cost $16.07 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $562 Shares 3,736 Est. Cost $121.63 Unrealized +11.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $551 Shares 3,411 Est. Cost $128.33 Unrealized +17.1%
BEP BROOKFIELD RENEWABLE PARTNER 0.3%
Value ($000) $547 Shares 14,812 Est. Cost $43.14 Unrealized
ET ENERGY TRANSFER LP 0.3%
Value ($000) $542 Shares 56,602 Est. Cost $6.36 Unrealized
BLACKROCK FLOAT RATE OME STR 0.3%
Value ($000) $541 Shares 40,458 Est. Cost $13.12 Unrealized
KN KNOWLES CORP 0.3%
Value ($000) $537 Shares 28,657 Est. Cost $18.08 Unrealized +8.2%
MCD MCDONALDS CORP 0.3%
Value ($000) $536 Shares 2,223 Est. Cost $193.72 Unrealized +11.4%
IWD ISHARES TR 0.3%
Value ($000) $522 Shares 3,334 Est. Cost $136.77 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $522 Shares 9,660 Est. Cost $43.95 Unrealized -3.7%
FDT FIRST TR EXCH TRD ALPHA FD I 0.3%
Value ($000) $521 Shares 8,545 Est. Cost $56.58 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $512 Shares 11,903 Est. Cost $28.83 Unrealized +23.7%
ORCL ORACLE CORP 0.2%
Value ($000) $507 Shares 5,815 Est. Cost $55.75 Unrealized +49.5%
PI IMPINJ INC 0.2%
Value ($000) $479 Shares 8,385 Est. Cost $39.97 Unrealized +27.8%
MS MORGAN STANLEY 0.2%
Value ($000) $471 Shares 4,843 Est. Cost $56.64 Unrealized +51.3%
IWB ISHARES TR 0.2%
Value ($000) $471 Shares 1,948 Est. Cost $212.01 Unrealized
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $463 Shares 4,622 Est. Cost $88.91 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $453 Shares 6,449 Est. Cost $42.37 Unrealized +40.9%
TDIV FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $450 Shares 7,976 Est. Cost $49.76 Unrealized
DBX DROPBOX INC 0.2%
Value ($000) $443 Shares 15,149 Est. Cost $21.02 Unrealized +47.7%
DQ DAQO NEW ENERGY CORP 0.2%
Value ($000) $424 Shares 7,446 Est. Cost $59.46 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $422 Shares 1,243 Est. Cost $272.80 Unrealized +31.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $412 Shares 3,733 Est. Cost $85.60 Unrealized +23.5%
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $403 Shares 13,232 Est. Cost $30.66 Unrealized
EVRG EVERGY INC 0.2%
Value ($000) $401 Shares 6,441 Est. Cost $44.68 Unrealized +22.8%
BLACKROCK HEALTH SCIENCES TR 0.2%
Value ($000) $391 Shares 8,205 Est. Cost $46.80 Unrealized
GABELLI DIVD & INCOME TR 0.2%
Value ($000) $386 Shares 14,963 Est. Cost $24.06 Unrealized
GUARANTY FED BANCSHARES INC 0.2%
Value ($000) $366 Shares 15,219 Est. Cost $17.54 Unrealized
NUVEEN PFD & INCM SECURTIES 0.2%
Value ($000) $364 Shares 37,096 Est. Cost $9.69 Unrealized
FNDE SCHWAB STRATEGIC TR 0.2%
Value ($000) $364 Shares 11,299 Est. Cost $28.25 Unrealized
DXC DXC TECHNOLOGY CO 0.2%
Value ($000) $354 Shares 10,518 Est. Cost $21.34 Unrealized +77.4%
FTGC FIRST TR EXCHAN TRADED FD VI 0.2%
Value ($000) $347 Shares 14,405 Est. Cost $24.09 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.2%
Value ($000) $347 Shares 568 Est. Cost $30.19 Unrealized +32.6%
SAN BANCO SANTANDER SA 0.2%
Value ($000) $347 Shares 95,951 Est. Cost $3.07 Unrealized
BA BOEING CO 0.2%
Value ($000) $345 Shares 1,567 Est. Cost $192.22 Unrealized +16.0%
HOWARD HUGHES CORP 0.2%
Value ($000) $342 Shares 3,900 Est. Cost $78.97 Unrealized
CBRE CBRE GROUP INC 0.2%
Value ($000) $338 Shares 3,475 Est. Cost $56.51 Unrealized +64.4%
IVV ISHARES TR 0.2%
Value ($000) $336 Shares 780 Est. Cost $385.57 Unrealized
HLIT HARMONIC INC 0.2%
Value ($000) $336 Shares 38,436 Est. Cost $7.01 Unrealized +27.7%
GOOG ALPHABET INC 0.2%
Value ($000) $336 Shares 126 Est. Cost $84.56 Unrealized +61.8%
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $331 Shares 7,480 Est. Cost $43.72 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $331 Shares 15,283 Est. Cost $19.56 Unrealized
JKS JINKOSOLAR HLDG CO LTD 0.2%
Value ($000) $325 Shares 7,104 Est. Cost $42.82 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $324 Shares 5,681 Est. Cost $57.13 Unrealized
KELLOGG CO 0.2%
Value ($000) $322 Shares 5,042 Est. Cost $50.01 Unrealized +2.7%
HBM HUDBAY MINERALS INC 0.2%
Value ($000) $319 Shares 51,231 Est. Cost $5.72 Unrealized +10.7%
VYM VANGUARD WHITEHALL FDS INC 0.2%
Value ($000) $319 Shares 3,089 Est. Cost $92.85 Unrealized
HANESBRANDS INC 0.2%
Value ($000) $311 Shares 18,107 Est. Cost $15.43 Unrealized
DERMIRA INC 0.1%
Value ($000) $303 Shares 300,000 Est. Cost $1.01 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $303 Shares 6,385 Est. Cost $47.45 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $301 Shares 1,376 Est. Cost $219.38 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $296 Shares 5,296 Est. Cost $41.94 Unrealized +22.5%
BSV VANGUARD BD INDEX FD INC 0.1%
Value ($000) $294 Shares 3,593 Est. Cost $82.07 Unrealized
TEX TEREX CORP NEW 0.1%
Value ($000) $294 Shares 6,984 Est. Cost $48.57 Unrealized -2.6%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $286 Shares 1,287 Est. Cost $211.22 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $283 Shares 791 Est. Cost $314.36 Unrealized
IEP ICAHN ENTERPRISES LP 0.1%
Value ($000) $277 Shares 5,545 Est. Cost $50.64 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $275 Shares 7,097 Est. Cost $36.07 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $270 Shares 1,270 Est. Cost $163.73 Unrealized +18.9%
CIT GROUP INC 0.1%
Value ($000) $260 Shares 5,005 Est. Cost $35.90 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $258 Shares 3,419 Est. Cost $73.42 Unrealized -2.4%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $253 Shares 5,545 Est. Cost $41.76 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $253 Shares 1,129 Est. Cost $198.26 Unrealized +6.1%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $253 Shares 900 Est. Cost $252.22 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $252 Shares 3,224 Est. Cost $68.55 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NE 0.1%
Value ($000) $248 Shares 2,594 Est. Cost $65.60 Unrealized +29.6%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $246 Shares 6,269 Est. Cost $35.40 Unrealized
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $245 Shares 5,400 Est. Cost $46.69 Unrealized
FSP FRANKLIN STREET PPTYS CORP 0.1%
Value ($000) $243 Shares 52,321 Est. Cost $5.11 Unrealized
INDA ISHARES TR 0.1%
Value ($000) $242 Shares 4,967 Est. Cost $42.49 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $240 Shares 4,409 Est. Cost $41.33 Unrealized +19.1%
FDL FIRST TR MORNINGSTAR DIV LEA 0.1%
Value ($000) $236 Shares 7,190 Est. Cost $32.82 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $236 Shares 625 Est. Cost $276.90 Unrealized +26.4%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $232 Shares 3,924 Est. Cost $53.91 Unrealized +1.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $226 Shares 2,872 Est. Cost $71.85 Unrealized 0.0%
RRX REGAL BELOIT CORP 0.1%
Value ($000) $220 Shares 1,466 Est. Cost $143.47 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $219 Shares 2,311 Est. Cost $76.42 Unrealized +6.1%
BC BRUNSWICK CORP 0.1%
Value ($000) $216 Shares 2,269 Est. Cost $83.07 Unrealized +9.3%
BIIB BIOGEN INC 0.1%
Value ($000) $215 Shares 760 Est. Cost $269.69 Unrealized +21.5%
HD HOME DEPOT INC 0.1%
Value ($000) $214 Shares 652 Est. Cost $242.50 Unrealized +21.5%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $211 Shares 1,286 Est. Cost $140.29 Unrealized 0.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $210 Shares 64 Est. Cost $172.49 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $207 Shares 4,525 Est. Cost $42.74 Unrealized 0.0%
REDWOOD TR INC 0.1%
Value ($000) $202 Shares 198,000 Est. Cost $0.94 Unrealized
VNM VANECK VECTORS ETF TR 0.1%
Value ($000) $200 Shares 10,393 Est. Cost $17.53 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $196 Shares 13,818 Est. Cost $7.08 Unrealized +45.7%
EATON VANCE TAX MNGD GBL DV 0.1%
Value ($000) $189 Shares 18,943 Est. Cost $9.35 Unrealized
CELESTICA INC 0.1%
Value ($000) $182 Shares 20,465 Est. Cost $8.89 Unrealized
TORTOISE PWR & ENERGY INFRAS 0.1%
Value ($000) $172 Shares 13,000 Est. Cost $12.15 Unrealized
MFS CHARTER INCOME TR 0.1%
Value ($000) $122 Shares 14,131 Est. Cost $8.50 Unrealized
AMARIN CORP PLC 0.1%
Value ($000) $118 Shares 23,169 Est. Cost $4.40 Unrealized
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $102 Shares 10,729 Est. Cost $8.95 Unrealized
ATHERSYS INC 0.0%
Value ($000) $43 Shares 32,293 Est. Cost $1.74 Unrealized