Coastal Bridge Advisors, LLC's ownership history for IYJ

Coastal Bridge Advisors, LLC currently holds 5.1K shares with a market value of $756.1K. It started holding IYJ on 2024-12-31. At its peak, it held 5.1K shares on 2025-09-30. Its highest holding value was $756.1K on 2025-12-31. At its lowest, it held 4.9K shares on 2024-12-31, with a value of $640.6K on 2025-03-31. In the recent 180 days, Coastal Bridge Advisors, LLC has increased its shares by 49. In the recent year, Coastal Bridge Advisors, LLC has increased its shares by 182.