Institutional Owners for MVO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SIGNIFICANT WEALTH PARTNERS LLC | TR UNITS | Liquidated | $0 | 0 | 0.00 | 105,920 | +Inf | 03-31-2024 | |
| SYMPHONY FINANCIAL LTD CO | TR UNITS | 2 | $717,328 | 67,103 | 0.00 | 0.00 | 1,066 | 1.61 | 03-31-2024 |
| SELECTIVE WEALTH MANAGEMENT INC | TR UNITS | 3 | $653,343 | 63,186 | 0.00 | 0.00 | -6,469 | -9.29 | 03-31-2024 |
| MORGAN STANLEY | TR UNITS | 4 | $539,319 | 44,878 | 0.00 | 0.00 | 15,013 | 50.27 | 12-31-2023 |
