Institutional Owners for V
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| OAKWELL PRIVATE WEALTH MANAGEMENT LLC | COM CL A | 3651 | $831,671 | 2,980 | 0.00 | 0.00 | 231 | 8.40 | 03-31-2024 |
| LWM ADVISORY SERVICES LLC | COM CL A | 3652 | $775,836 | 2,980 | 0.00 | 0.00 | 70 | 2.41 | 12-31-2023 |
| MISSOURI TRUST & INVESTMENT CO | COM CL A | 3653 | $705,553 | 2,971 | 0.00 | 0.00 | 200 | 7.22 | 06-30-2023 |
| WADDELL & ASSOCIATES LLC | COM CL A | 3654 | $827,449 | 2,965 | 0.00 | 0.00 | 51 | 1.75 | 03-31-2024 |
