Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
UBS GROUP AG 05-10-2024 03-31-2024 18453 401,538,677,804
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
HILLMAN SOLUTIONS CORP COM 3251 $2,564,910 241,063 0.00 0.00 66,975 38.47 03-31-2024
WISDOMTREE TR GLB HIGH DIV FD 3252 $2,558,919 50,313 0.00 0.00 -3,882 -7.16 03-31-2024
TOWNEBANK PORTSMOUTH VA COM 3253 $2,550,710 90,902 0.00 0.00 -15,254 -14.37 03-31-2024
FIRST TR EXCHANGE-TRADED FD DORSEY WRIGHT 3254 $2,550,700 127,535 0.00 0.00 -20,316 -13.74 03-31-2024
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