Institutional Owners for UL
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
STABLEPOINT PARTNERS LLC SPON ADR NEW 301 $4,510,625 89,871 0.00 0.00 7,664 9.32 03-31-2024
CETERA INVESTMENT ADVISERS SPON ADR NEW 302 $4,293,314 88,558 0.00 0.00 -18,815 -17.52 12-31-2023
ASSETMARK INC SPON ADR NEW 303 $4,068,941 83,930 0.00 0.00 -4,400 -4.98 12-31-2023
LORNE STEINBERG WEALTH MANAGEMENT INC SPON ADR NEW 304 $3,953,059 81,540 0.00 0.00 -325 -0.40 12-31-2023
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