Institutional Owners for UL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| OPAL WEALTH ADVISORS LLC | SPON ADR NEW | 1501 | $163,860 | 3,265 | 0.00 | 3,265 | +Inf | 03-31-2024 | |
| PRIVATE CAPITAL GROUP LLC | Common Stock | 1502 | $188,000 | 3,214 | 0.04 | 0.04 | 247 | 8.32 | 06-30-2021 |
| EDMOND DE ROTHSCHILD HOLDING SA | SPON ADR NEW | 1503 | $155,766 | 3,213 | 0.00 | 3,213 | +Inf | 12-31-2023 | |
| TYLER-STONE WEALTH MANAGEMENT | SPON ADR NEW | 1504 | $160,509 | 3,198 | 0.00 | 0.00 | 650 | 25.51 | 03-31-2024 |
