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Institutional Holdings
BDJOwnership Summary
Institutions Holding
2
Total Shares Held
15,424
Total Value Held
$147,607
Quarter
2026-06-30
Active Positions
Increased Positions
1
728 shares
Decreased Positions
0
0 shares
Held Positions
1
14,696 shares
New Positions
0
0 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Iowa State Bank | 14,696 | $140,641 | Unchanged | 0.02% | 2026-06-30 |
| Thomas J. Herzfeld Advisors, Inc. | 728 | $6,966 | ▲ +14 | 0.00% | 2026-06-30 |