Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Polen Credit Opportunities Fund | 776,749.11 | reported | 25 Apr 2025 | tx 2+372,768.58 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Apr 2025 | PURCHASE | Polen Credit Opportunities Fund | 186,384.29 | 9.72 USD |