Institutional Owners for UL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CREATIVE PLANNING | SPON ADR NEW | 151 | $11,412,634 | 235,409 | 0.00 | 0.00 | -27,588 | -10.49 | 12-31-2023 |
| RICHARD C YOUNG & CO LTD | Spon ADR New | 152 | $11,260,345 | 224,354 | 0.00 | 0.00 | -11,169 | -4.74 | 03-31-2024 |
| CROSSMARK GLOBAL HOLDINGS INC | COM | 153 | $10,934,000 | 217,851 | 0.21 | 0.22 | 3,759 | 1.76 | 03-31-2024 |
| GFS ADVISORS LLC | SPON ADR NEW | 154 | $10,497,000 | 209,138 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
