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  Name: Stolper Co
  City: TULSA
  State: OK
  Zip: 74104
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $277,199,000
  Total Value Change : $28,855,000
  Securities Held Change : 0
   
All Securities Held : 87
  New Positions : 2
  Closed Positions : 1
  Increased Positions : 68
  Unchanged Positions : 5
  Decreased Positions : 12

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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BIF)1 Year Chart         BIF Boulder Growth & Income Fund 83 - $14.57 $288,000 19,105 0.1% 23,000 0 0.019    Closed - End Fund - Debt
   (GAM)1 Year Chart         GAM General American Investors ... 84 - $44.99 $269,000 5,779 0.1% 21,000 0 0.02    Closed - End Fund - Debt
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 85 - $487.17 $250,000 520 0.09% 23,000 0 0    Closed - End Fund - E...
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 86 - $95.28 $233,000 2,512 0.08% 25,000 0 0    Closed - End Fund - Debt
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 87 - $125.57 $223,000 1,771 0.08% 21,000 0 0    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
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