PRW Wealth Management LLC - SAN JUAN BASIN RTY TR ownership

SAN JUAN BASIN RTY TR's ticker is SJT and the CUSIP is 798241105. A total of 82 filers reported holding SAN JUAN BASIN RTY TR in Q1 2022. The put-call ratio across all filers is 0.95 and the average weighting 0.1%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of SAN JUAN BASIN RTY TR
ValueSharesWeighting
Q3 2023$182,568
+2.4%
25,5340.0%0.07%
+14.8%
Q2 2023$178,228
-8.4%
25,5340.0%0.06%
-19.7%
Q1 2023$194,569
-36.9%
25,534
-5.5%
0.08%
-42.9%
Q4 2022$308,188
+21.3%
27,0340.0%0.13%
+9.9%
Q3 2022$254,000
+8.5%
27,0340.0%0.12%
-11.7%
Q2 2022$234,000
+7.3%
27,034
+8.0%
0.14%
+41.2%
Q1 2022$218,000
+43.4%
25,0340.0%0.10%
+36.6%
Q4 2021$152,00025,0340.07%
Other shareholders
SAN JUAN BASIN RTY TR shareholders Q1 2022
NameSharesValueWeighting ↓
Beck Bode, LLC 293,467$2,027,8570.52%
Mraz, Amerine & Associates, Inc. 219,413$1,516,1420.34%
TWIN FOCUS CAPITAL PARTNERS, LLC 217,124$1,504,6690.34%
WEALTHSOURCE PARTNERS, LLC 507,138$3,514,4700.24%
Price Jennifer C. 57,663$399,6050.23%
MCDANIEL TERRY & CO 318,076$2,2040.23%
Meixler Investment Management, Ltd. 27,455$190,2630.17%
Bramshill Investments, LLC 140,098$970,8790.11%
PRW Wealth Management LLC 25,534$182,5680.07%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 40,825$282,9170.07%
View complete list of SAN JUAN BASIN RTY TR shareholders