Institutional Owners for UL
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
ARKADIOS WEALTH ADVISORS ADR Liquidated $0 0 0.00 0.00 485 12.09 12-31-2023
CARR FINANCIAL GROUP CORP SPON ADR NEW 1352 $225,507 4,493 0.00 4,493 +Inf 03-31-2024
AURORA PRIVATE WEALTH INC SPON ADR NEW 1353 $224,000 4,469 0.19 0.21 -149 -3.23 03-31-2024
HYMAN CHARLES D SPON ADR NEW 1354 $224,000 4,465 0.00 0.00 0 0.00 03-31-2024
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