INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC - FIRST TR SR FLOATING RATE 20 ownership

Quarter-by-quarter ownership
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ownership history of FIRST TR SR FLOATING RATE 20
ValueSharesWeighting
Q2 2020$182,000
-16.9%
22,000
-26.3%
0.04%
-34.3%
Q1 2020$219,00029,8700.07%
Other shareholders
FIRST TR SR FLOATING RATE 20 shareholders Q3 2023
NameSharesValueWeighting ↓
MARINER INVESTMENT GROUP LLC 97,333$905,0001.84%
Sterneck Capital Management, LLC 114,948$1,069,0000.77%
Shaker Financial Services, LLC 68,098$633,0000.30%
StoneX Group Inc. 35,815$333,0000.25%
Pointe Capital Management LLC 33,500$312,0000.25%
Partnervest Advisory Services LLC 58,645$545,0000.22%
B. Riley Wealth Management, Inc. 20,914$195,0000.05%
Bramshill Investments, LLC 7,668$71,0000.02%
WEDBUSH SECURITIES INC 13,184$123,0000.01%
Cetera Advisor Networks LLC 28,770$267,0000.01%
View complete list of FIRST TR SR FLOATING RATE 20 shareholders