Institutional Owners for UL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| STONEGATE INVESTMENT GROUP LLC | SPON ADR NEW | 1451 | $223,974 | 4,073 | 0.00 | 0.00 | 8 | 0.20 | 06-30-2024 |
| IMS CAPITAL MANAGEMENT | SPON ADR NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| COLUMN CAPITAL ADVISORS LLC | ADR | 1453 | $200,811 | 4,065 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| OCTAVIA WEALTH ADVISORS LLC | SPON ADR NEW | 1454 | $203,872 | 4,062 | 0.00 | 4,062 | +Inf | 03-31-2024 |
