Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| RAMIREZ ASSET MANAGEMENT INC | COM CL A | 2551 | $2,264,448 | 9,845 | 0.00 | 9,845 | +Inf | 09-30-2023 | |
| HOEY INVESTMENTS INC | COM CL A | 2552 | $2,333,716 | 9,827 | 0.00 | 0.00 | -1,313 | -11.79 | 06-30-2023 |
| EVERGREEN WEALTH MANAGEMENT LLC | COM CL A | 2553 | $2,739,232 | 9,815 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| 1834 INVESTMENT ADVISORS CO | COM CL A | 2554 | $2,555,336 | 9,815 | 0.00 | 0.00 | -3,555 | -26.59 | 12-31-2023 |
