Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Lord Abbett Municipal Opportunities Fund | 12,162.84 | reported | 02 Feb 2026 | tx 2+12,147.72 |
| BANCORP RHODE ISLAND INC | 750 | reported | 22 Apr 2008 | tx 3+2,250 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Feb 2026 | PURCHASE | Lord Abbett Municipal Opportunities Fund | 7,288.63 | 10.29 USD | |
| 11 Nov 2025 | PURCHASE | Lord Abbett Municipal Opportunities Fund | 4,859.09 | 10.29 USD | |
| 22 Apr 2008 | GRANT_AWARD | BANCORP RHODE ISLAND INC | 750 | 0.00 USD | deriv |
| 24 Apr 2007 | GRANT_AWARD | BANCORP RHODE ISLAND INC | 750 | 0.00 USD | deriv |
| 06 Apr 2006 | GRANT_AWARD | BANCORP RHODE ISLAND INC | 750 | 0.00 USD | deriv |