Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Wildermuth Endowment Strategy Fund | 1,323.92 | reported | 31 Jan 2023 | tx 4+12,912.54 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Jan 2023 | PURCHASE | Wildermuth Endowment Strategy Fund | 412.54 | 12.12 USD | |
| 29 Jul 2022 | PURCHASE | Wildermuth Endowment Strategy Fund | 5,000 | 13.68 USD | |
| 31 Jan 2022 | PURCHASE | Wildermuth Endowment Strategy Fund | 5,000 | 13.52 USD | |
| 29 Oct 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 2,500 | 14.20 USD |