CUSIP 828806885
SIMON PROPER 8.375 PFDPFD SER J
2 institutions · $12.1K total · 205 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WFA of San Diego, LLC | 150 | $9.1K | 73.17% | 2023-03-31 |
| 2 | Financial Gravity Companies, Inc. | 55 | $3.1K | 26.82% | 2025-06-30 |
2 institutions · $12.1K total · 205 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WFA of San Diego, LLC | 150 | $9.1K | 73.17% | 2023-03-31 |
| 2 | Financial Gravity Companies, Inc. | 55 | $3.1K | 26.82% | 2025-06-30 |