Institutional Owners for UL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SOA WEALTH ADVISORS LLC | ADR | 1701 | $21,286 | 424 | 0.00 | 0.00 | 2 | 0.47 | 03-31-2024 |
| MILESTONE INVESTMENT ADVISORS LLC | SPON ADR NEW | Liquidated | $0 | 0 | 0.00 | 423 | +Inf | 12-31-2023 | |
| JONES FINANCIAL COMPANIES LLLP | SPON ADR | 1703 | $20,377 | 406 | 0.00 | 0.00 | -812 | -66.67 | 03-31-2024 |
| CLEARSTEAD TRUST LLC | SPON ADR NEW | 1704 | $20,076 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
