Institutional Owners for UTG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 201 | $102,313 | 3,795 | 0.00 | 3,795 | +Inf | 03-31-2024 | |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM SH BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| IFP ADVISORS INC | mf | 203 | $99,511 | 3,721 | 0.00 | 0.00 | -185 | -4.74 | 12-31-2023 |
| PRINCIPAL SECURITIES INC | COM SH BEN INT | 204 | $94,068 | 3,489 | 0.00 | 0.00 | 85 | 2.50 | 03-31-2024 |
