Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KING WEALTH MANAGEMENT GROUP | COM CL A | 1001 | $17,955,000 | 68,966 | 3.47 | 3.41 | -1,395 | -1.98 | 12-31-2023 |
| MATTHEW GOFF INVESTMENT ADVISOR LLC | COM CL A | 1002 | $19,181,849 | 68,732 | 0.00 | 0.00 | 1,445 | 2.15 | 03-31-2024 |
| GRADIENT INVESTMENTS LLC | COM CL A | 1003 | $19,145,655 | 68,603 | 0.00 | 0.00 | 244 | 0.36 | 03-31-2024 |
| HEIRLOOM WEALTH MANAGEMENT | COM CL A | 1004 | $19,105,495 | 68,459 | 0.01 | 0.01 | -1,260 | -1.81 | 03-31-2024 |
