Institutional Owners for UTF
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
RETIREMENT GROUP LLC COM 301 $12,846 545 0.00 0.00 0 0.00 03-31-2024
FIRST HORIZON CORP COMMON STOCK 302 $14,000 500 0.00 0.00 0 0.00 06-30-2021
SONORA INVESTMENT MANAGEMENT LLC COM 303 $14,000 500 0.00 500 +Inf 09-30-2021
BOK FINANCIAL PRIVATE WEALTH INC COM 304 $10,620 500 0.00 0.00 -296 -37.19 12-31-2023
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