Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ANNAPOLIS FINANCIAL SERVICES LLC | COM CL A | 5251 | $114,437 | 436 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BLACKSTON FINANCIAL ADVISORY GROUP LLC | COM CL A | 5252 | $120,653 | 432 | 0.00 | 432 | +Inf | 03-31-2024 | |
| TRADEWINDS CAPITAL MANAGEMENT LLC | COM CL A | 5253 | $99,365 | 432 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| CHERRY TREE WEALTH MANAGEMENT LLC | COM CL A | 5254 | $112,731 | 430 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
