Institutional Owners for UTF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GEN-WEALTH PARTNERS INC | CEF | 201 | $174,418 | 7,400 | 0.00 | 7,400 | +Inf | 03-31-2024 | |
| ADVISORY SERVICES NETWORK LLC | CEF | Liquidated | $0 | 0 | 0.00 | 0.00 | -71,846 | -90.69 | 03-31-2024 |
| COMERICA BANK | COMMON | 203 | $165,171 | 7,008 | 0.00 | 0.00 | -2,232 | -24.16 | 03-31-2024 |
| BROWN BROTHERS HARRIMAN & CO | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
