Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| UNIQUE WEALTH STRATEGIES LLC | COM CL A | 2501 | $2,891,577 | 10,361 | 0.00 | 0.00 | -2,129 | -17.05 | 03-31-2024 |
| ARGI INVESTMENT SERVICES LLC | COM CL A | 2502 | $1,839,000 | 10,351 | 0.06 | 0.07 | 172 | 1.69 | 09-30-2022 |
| ARBOR TRUST WEALTH ADVISORS LLC | COM CL A | 2503 | $2,840,868 | 10,350 | 0.00 | 0.00 | -54 | -0.52 | 03-31-2024 |
| PARAGON CAPITAL MANAGEMENT LLC | COM CL A | 2504 | $2,688,724 | 10,327 | 0.00 | 0.00 | -82 | -0.79 | 12-31-2023 |
