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Ellsworth Fund shares owned by Beckerman Institutional

Quarter-by-quarter ownership of Ellsworth Fund (ECF) shares owned by Beckerman Institutional from 13F filings

Historical chart of Beckerman Institutional investment in Ellsworth Fund

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All positions including Ellsworth Fund held by Beckerman Institutional consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ellsworth Fund by Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2024-09-30 $114k 13k 9.00

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Doubleline Etf Trust Opportunistic Bd (DBND)
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
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Vanguard Index Fds Mid Cap Etf (VO)
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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Beckerman Institutional

Top funds holding Ellsworth Fund

Saba Capital Management
Wells Fargo & Company
Wealth Enhancement Advisory Services
Morgan Stanley
Advisors Asset Management
WNY Asset Management
Guggenheim Capital, LLC Managers
CNH Partners
Blue Bell Private Wealth Management
Pathstone Holdings
Shaker Financial Services
Invesco
Vima
Brooklyn Capital Management
Cornerstone Advisors

View all funds holding Ellsworth Fund